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WealthTrust-Arizona’s Williams Companies WMB Stock Holding History

WealthTrust-Arizona’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
2015
Q2 		– Sell
-500
Closed -$25K – 667
2015
Q1 		$25K Hold
500
– – 0.02% 241
2014
Q4 		$22K Hold
500
– – 0.02% 263
2014
Q3 		$28K Hold
500
– – 0.03% 227
2014
Q2 		$29K Sell
500
-500
-50% -$23.2K 0.03% 236
2014
Q1 		$41K Buy
1,000
+500
+100% +$20.3K 0.05% 184
2013
Q4 		$19K Hold
500
– – 0.02% 285
2013
Q3 		$18K Buy
+500
New +$17.5K 0.02% 260

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

WealthTrust-Arizona's WMB Position: Q2 2015 in Review

WealthTrust-Arizona sold out of Williams Companies (WMB) in Q2 2015, closing a stake of 500 shares — an estimated $25K sold.

WealthTrust-Arizona first reported a position in WMB in Q3 2013 and held it in 7 quarters. The position peaked at $41K in Q1 2014. 846 funds tracked by Wall St. Rank hold WMB as of Q2 2015.

  • WealthTrust-Arizona reported no remaining Williams Companies position as of Q2 2015 after selling out during the quarter.
  • WealthTrust-Arizona sold 500 Williams Companies shares in Q2 2015, an estimated $25K.
  • WealthTrust-Arizona first reported a position in Williams Companies in Q3 2013 and held it in 7 quarters.
  • WealthTrust-Arizona's Williams Companies position peaked at $41K in Q1 2014.
  • 846 funds tracked by Wall St. Rank held Williams Companies as of Q2 2015.

Based on WealthTrust-Arizona's 13F filing for Q2 2015, filed 20 Jul 2015.