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Windsor Capital Management’s Williams Companies WMB Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-2,355
Closed -$86K – 436
2015
Q3 		$86K Buy
+2,355
New +$117K 0.05% 132
2014
Q1 		– Sell
-2,355
Closed -$91K – 306
2013
Q4 		$91K Hold
2,355
– – 0.05% 127
2013
Q3 		$86K Hold
2,355
– – 0.05% 130
2013
Q2 		$76K Buy
+2,355
New +$84.8K 0.05% 133

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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Windsor Capital Management's WMB Position: Q4 2015 in Review

Windsor Capital Management sold out of Williams Companies (WMB) in Q4 2015, closing a stake of 2,355 shares — an estimated $86K sold.

Windsor Capital Management first reported a position in WMB in Q2 2013 and held it in 4 quarters. The position peaked at $91K in Q4 2013. 692 funds tracked by Wall St. Rank hold WMB as of Q4 2015.

  • Windsor Capital Management reported no remaining Williams Companies position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 2,355 Williams Companies shares in Q4 2015, an estimated $86K.
  • Windsor Capital Management first reported a position in Williams Companies in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Williams Companies position peaked at $91K in Q4 2013.
  • 692 funds tracked by Wall St. Rank held Williams Companies as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.