ZCM
WMB icon

Ziegler Capital Management’s Williams Companies WMB Stock Holding History

Ziegler 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
2013
Q3 		$7.29M Buy
200,380
+77,209
+63% +$2.71M 0.63% 40
2013
Q2 		$4M Buy
+123,171
New +$4.43M 0.43% 59

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

Ziegler Capital Management's WMB Position: Q3 2013 in Review

Ziegler Capital Management increased its Williams Companies (WMB) stake by 63% in Q3 2013, buying an estimated $2.71M and bringing the position to 200,380 shares worth $7.29M. The position accounts for 0.63% of the portfolio, ranked #40.

Ziegler Capital Management first reported a position in WMB in Q2 2013 and has held it in 2 quarters since. 640 funds tracked by Wall St. Rank hold WMB as of Q3 2013.

  • Ziegler Capital Management held 200,380 shares of Williams Companies worth $7.29M as of Q3 2013.
  • Ziegler Capital Management bought 77,209 Williams Companies shares in Q3 2013, an estimated $2.71M.
  • Williams Companies made up 0.63% of Ziegler Capital Management's portfolio in Q3 2013, its #40 holding.
  • Ziegler Capital Management first reported a position in Williams Companies in Q2 2013 and has held it in 2 quarters since.
  • 640 funds tracked by Wall St. Rank held Williams Companies as of Q3 2013.

Based on Ziegler Capital Management's 13F filing for Q3 2013, filed 6 Nov 2013.