WIM
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Waverton Investment Management’s Williams Companies WMB Stock Holding History

Waverton Investment 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
-33,800
Closed -$1.1M – 183
2013
Q2 		$1.1M Buy
+33,800
New +$1.22M 0.1% 70

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

Waverton Investment Management's WMB Position: Q3 2013 in Review

Waverton Investment Management sold out of Williams Companies (WMB) in Q3 2013, closing a stake of 33,800 shares — an estimated $1.1M sold.

Waverton Investment Management first reported a position in WMB in Q2 2013 and held it in 1 quarter. The position peaked at $1.1M in Q2 2013. 640 funds tracked by Wall St. Rank hold WMB as of Q3 2013.

  • Waverton Investment Management reported no remaining Williams Companies position as of Q3 2013 after selling out during the quarter.
  • Waverton Investment Management sold 33,800 Williams Companies shares in Q3 2013, an estimated $1.1M.
  • Waverton Investment Management first reported a position in Williams Companies in Q2 2013 and held it in 1 quarter.
  • Waverton Investment Management's Williams Companies position peaked at $1.1M in Q2 2013.
  • 640 funds tracked by Wall St. Rank held Williams Companies as of Q3 2013.

Based on Waverton Investment Management's 13F filing for Q3 2013, filed 23 Oct 2013.