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Bellwether Investment Group’s Williams Companies WMB Stock Holding History

Bellwether Investment Group’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
-2,652
Closed -$78K – 617
2017
Q1 		$78K Sell
2,652
-93
-3% -$2.69K 0.21% 108
2016
Q4 		$85K Buy
+2,745
New +$82.7K 0.08% 218
2016
Q2 		$38K Buy
+1,772
New +$35.6K 0.04% 273

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

Bellwether Investment Group's WMB Position: Q2 2017 in Review

Bellwether Investment Group sold out of Williams Companies (WMB) in Q2 2017, closing a stake of 2,652 shares — an estimated $78K sold.

Bellwether Investment Group first reported a position in WMB in Q2 2016 and held it in 3 quarters. The position peaked at $85K in Q4 2016. 703 funds tracked by Wall St. Rank hold WMB as of Q2 2017.

  • Bellwether Investment Group reported no remaining Williams Companies position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 2,652 Williams Companies shares in Q2 2017, an estimated $78K.
  • Bellwether Investment Group first reported a position in Williams Companies in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Williams Companies position peaked at $85K in Q4 2016.
  • 703 funds tracked by Wall St. Rank held Williams Companies as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.