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Triangle Securities Wealth Management’s Williams Companies WMB Stock Holding History

Triangle Securities Wealth Management’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-625
Closed -$20K – 384
2013
Q2 		$20K Buy
+625
New +$22.5K 0.01% 384

Other funds holding WMB

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Triangle Securities Wealth Management's WMB Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Williams Companies (WMB) in Q3 2013, closing a stake of 625 shares — an estimated $20K sold.

Triangle Securities Wealth Management first reported a position in WMB in Q2 2013 and held it in 1 quarter. The position peaked at $20K in Q2 2013. 640 funds tracked by Wall St. Rank hold WMB as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Williams Companies position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 625 Williams Companies shares in Q3 2013, an estimated $20K.
  • Triangle Securities Wealth Management first reported a position in Williams Companies in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Williams Companies position peaked at $20K in Q2 2013.
  • 640 funds tracked by Wall St. Rank held Williams Companies as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.