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Apriem Advisors’s Williams Companies WMB Stock Holding History

Apriem Advisors’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
Q2 		– Sell
-34
Closed -$1K – 550
2017
Q1 		$1K Hold
34
– – ﹤0.01% 650
2016
Q4 		$1K Buy
+34
New +$1.02K ﹤0.01% 684
2016
Q1 		– Sell
-100
Closed -$3K – 627
2015
Q4 		$3K Hold
100
– – ﹤0.01% 485
2015
Q3 		$4K Hold
100
– – ﹤0.01% 439
2015
Q2 		$6K Hold
100
– – ﹤0.01% 470
2015
Q1 		$5K Hold
100
– – ﹤0.01% 478
2014
Q4 		$4K Hold
100
– – ﹤0.01% 453
2014
Q3 		$6K Sell
100
-5,900
-98% -$339K ﹤0.01% 432
2014
Q2 		$349K Sell
6,000
-100
-2% -$4.63K 0.13% 89
2014
Q1 		$248K Hold
6,100
– – 0.09% 107
2013
Q4 		$235K Hold
6,100
– – 0.09% 102
2013
Q3 		$222K Hold
6,100
– – 0.1% 101
2013
Q2 		$198K Buy
+6,100
New +$220K 0.1% 101

Other funds holding WMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Apriem Advisors's WMB Position: Q2 2017 in Review

Apriem Advisors sold out of Williams Companies (WMB) in Q2 2017, closing a stake of 34 shares — an estimated $1K sold.

Apriem Advisors first reported a position in WMB in Q2 2013 and held it in 13 quarters. The position peaked at $349K in Q2 2014. 703 funds tracked by Wall St. Rank hold WMB as of Q2 2017.

  • Apriem Advisors reported no remaining Williams Companies position as of Q2 2017 after selling out during the quarter.
  • Apriem Advisors sold 34 Williams Companies shares in Q2 2017, an estimated $1K.
  • Apriem Advisors first reported a position in Williams Companies in Q2 2013 and held it in 13 quarters.
  • Apriem Advisors's Williams Companies position peaked at $349K in Q2 2014.
  • 703 funds tracked by Wall St. Rank held Williams Companies as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.