Zweig Advisers’s Williams Companies WMB Stock Holding History

Zweig Advisers’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	-356,000	Closed	-$11.6M	–	76
2013 Q2	$11.6M	Buy	+356,000	New	+$12.8M	1.78%	10

Other funds holding WMB

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zweig Advisers's WMB Position: Q3 2013 in Review

Zweig Advisers sold out of Williams Companies (WMB) in Q3 2013, closing a stake of 356,000 shares — an estimated $11.6M sold.

Zweig Advisers first reported a position in WMB in Q2 2013 and held it in 1 quarter. The position peaked at $11.6M in Q2 2013. 640 funds tracked by Wall St. Rank hold WMB as of Q3 2013.

Zweig Advisers reported no remaining Williams Companies position as of Q3 2013 after selling out during the quarter.
Zweig Advisers sold 356,000 Williams Companies shares in Q3 2013, an estimated $11.6M.
Zweig Advisers first reported a position in Williams Companies in Q2 2013 and held it in 1 quarter.
Zweig Advisers's Williams Companies position peaked at $11.6M in Q2 2013.
640 funds tracked by Wall St. Rank held Williams Companies as of Q3 2013.

Based on Zweig Advisers's 13F filing for Q3 2013, filed 14 Nov 2013.