American Trust Investment Advisors’s Williams Companies WMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
Sell
-66,835
Closed -$3.38M 78
2015
Q1
$3.38M Sell
66,835
-15,195
-19% -$769K 3.36% 4
2014
Q4
$3.69M Buy
+82,030
New +$3.69M 3.91% 2