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Amica Retiree Medical Trust’s Williams Companies WMB Stock Holding History

Amica Retiree Medical Trust’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
-3,793
Closed -$115K – 388
2017
Q2 		$115K Hold
3,793
– – 0.09% 246
2017
Q1 		$112K Hold
3,793
– – 0.09% 248
2016
Q4 		$118K Buy
+3,793
New +$114K 0.09% 248

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

Amica Retiree Medical Trust's WMB Position: Q3 2017 in Review

Amica Retiree Medical Trust sold out of Williams Companies (WMB) in Q3 2017, closing a stake of 3,793 shares — an estimated $115K sold.

Amica Retiree Medical Trust first reported a position in WMB in Q4 2016 and held it in 3 quarters. The position peaked at $118K in Q4 2016. 706 funds tracked by Wall St. Rank hold WMB as of Q3 2017.

  • Amica Retiree Medical Trust reported no remaining Williams Companies position as of Q3 2017 after selling out during the quarter.
  • Amica Retiree Medical Trust sold 3,793 Williams Companies shares in Q3 2017, an estimated $115K.
  • Amica Retiree Medical Trust first reported a position in Williams Companies in Q4 2016 and held it in 3 quarters.
  • Amica Retiree Medical Trust's Williams Companies position peaked at $118K in Q4 2016.
  • 706 funds tracked by Wall St. Rank held Williams Companies as of Q3 2017.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2017, filed 9 Nov 2017.