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Acrospire Investment Management’s Williams Companies WMB Stock Holding History

Acrospire Investment 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
2017
Q3 		– Sell
-3,000
Closed -$91K – 1433
2017
Q2 		$91K Sell
3,000
-1,700
-36% -$50.6K 0.09% 305
2017
Q1 		$139K Buy
4,700
+1,000
+27% +$28.9K 0.11% 147
2016
Q4 		$115K Buy
+3,700
New +$112K 0.05% 823
2016
Q2 		– Sell
-100
Closed -$2K – 2306
2016
Q1 		$2K Buy
+100
New +$1.72K ﹤0.01% 1943

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Acrospire Investment Management's WMB Position: Q3 2017 in Review

Acrospire Investment Management sold out of Williams Companies (WMB) in Q3 2017, closing a stake of 3,000 shares — an estimated $91K sold.

Acrospire Investment Management first reported a position in WMB in Q1 2016 and held it in 4 quarters. The position peaked at $139K in Q1 2017. 706 funds tracked by Wall St. Rank hold WMB as of Q3 2017.

  • Acrospire Investment Management reported no remaining Williams Companies position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 3,000 Williams Companies shares in Q3 2017, an estimated $91K.
  • Acrospire Investment Management first reported a position in Williams Companies in Q1 2016 and held it in 4 quarters.
  • Acrospire Investment Management's Williams Companies position peaked at $139K in Q1 2017.
  • 706 funds tracked by Wall St. Rank held Williams Companies as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.