WIL
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Winifred I. Li’s Williams Companies WMB Stock Holding History

Winifred I. Li’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
2014
Q4 		$58K Hold
1,300
– – 0.05% 262
2014
Q3 		$72K Hold
1,300
– – 0.07% 229
2014
Q2 		$76K Sell
1,300
-1,300
-50% -$60.3K 0.06% 241
2014
Q1 		$106K Hold
2,600
– – 0.09% 183
2013
Q4 		$100K Hold
2,600
– – 0.09% 187
2013
Q3 		$95K Buy
+2,600
New +$91.1K 0.09% 191

Other funds holding WMB

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

Winifred I. Li's WMB Position: Q4 2014 in Review

Winifred I. Li held its Williams Companies (WMB) position steady in Q4 2014 at 1,300 shares worth $58K. The position accounts for 0.05% of the portfolio, ranked #262.

Winifred I. Li first reported a position in WMB in Q3 2013 and has held it in 6 quarters since. The position peaked at $106K in Q1 2014. 810 funds tracked by Wall St. Rank hold WMB as of Q4 2014.

  • Winifred I. Li held 1,300 shares of Williams Companies worth $58K as of Q4 2014.
  • Winifred I. Li left its Williams Companies share count unchanged in Q4 2014.
  • Williams Companies made up 0.05% of Winifred I. Li's portfolio in Q4 2014, its #262 holding.
  • Winifred I. Li first reported a position in Williams Companies in Q3 2013 and has held it in 6 quarters since.
  • Winifred I. Li's Williams Companies position peaked at $106K in Q1 2014.
  • 810 funds tracked by Wall St. Rank held Williams Companies as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.