Aviance Capital Management’s Williams Companies WMB Stock Holding History

Aviance Capital 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
2015 Q2	–	Sell	-98,949	Closed	-$5.01M	–	241
2015 Q1	$5.01M	Buy	98,949 +26,685	+37%	+$1.24M	0.19%	90
2014 Q4	$3.25M	Buy	72,264 +14,857	+26%	+$760K	0.12%	111
2014 Q3	$3.18M	Buy	57,407 +14,076	+32%	+$809K	0.13%	107
2014 Q2	$2.52M	Buy	43,331 +9,574	+28%	+$444K	0.11%	107
2014 Q1	$1.37M	Buy	33,757 +29,442	+682%	+$1.19M	0.07%	124
2013 Q4	$166K	Buy	4,315 +4,259	+7,605%	+$153K	0.09%	149
2013 Q3	$2K	Buy	+56	New	+$1.96K	﹤0.01%	416

Other funds holding WMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Aviance Capital Management's WMB Position: Q2 2015 in Review

Aviance Capital Management sold out of Williams Companies (WMB) in Q2 2015, closing a stake of 98,949 shares — an estimated $5.01M sold.

Aviance Capital Management first reported a position in WMB in Q3 2013 and held it in 7 quarters. The position peaked at $5.01M in Q1 2015. 846 funds tracked by Wall St. Rank hold WMB as of Q2 2015.

Aviance Capital Management reported no remaining Williams Companies position as of Q2 2015 after selling out during the quarter.
Aviance Capital Management sold 98,949 Williams Companies shares in Q2 2015, an estimated $5.01M.
Aviance Capital Management first reported a position in Williams Companies in Q3 2013 and held it in 7 quarters.
Aviance Capital Management's Williams Companies position peaked at $5.01M in Q1 2015.
846 funds tracked by Wall St. Rank held Williams Companies as of Q2 2015.

Based on Aviance Capital Management's 13F filing for Q2 2015, filed 31 Jul 2015.