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AHL Partners’s Williams Companies WMB Stock Holding History

AHL Partners’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
Q4 		$1.7M Sell
55,605
-10,836
-16% -$315K 0.03% 753
2017
Q3 		$1.99M Buy
66,441
+39,137
+143% +$1.19M 0.04% 672
2017
Q2 		$827K Sell
27,304
-16,642
-38% -$496K 0.02% 836
2017
Q1 		$1.3M Buy
+43,946
New +$1.27M 0.03% 728

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AHL Partners's WMB Position: Q4 2017 in Review

AHL Partners reduced its Williams Companies (WMB) stake by 16% in Q4 2017, selling an estimated $315K and leaving 55,605 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #753.

AHL Partners first reported a position in WMB in Q1 2017 and has held it in 4 quarters since. The position peaked at $1.99M in Q3 2017. 731 funds tracked by Wall St. Rank hold WMB as of Q4 2017.

  • AHL Partners held 55,605 shares of Williams Companies worth $1.7M as of Q4 2017.
  • AHL Partners sold 10,836 Williams Companies shares in Q4 2017, an estimated $315K.
  • Williams Companies made up 0.03% of AHL Partners's portfolio in Q4 2017, its #753 holding.
  • AHL Partners first reported a position in Williams Companies in Q1 2017 and has held it in 4 quarters since.
  • AHL Partners's Williams Companies position peaked at $1.99M in Q3 2017.
  • 731 funds tracked by Wall St. Rank held Williams Companies as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.