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Burt Wealth Advisors’s Williams Companies WMB Stock Holding History

Burt Wealth 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
Q3 		– Sell
-65
Closed -$1K – 412
2017
Q2 		$1K Buy
+65
New +$1.94K ﹤0.01% 393
2016
Q4 		– Sell
-295
Closed -$9K – 429
2016
Q3 		$9K Buy
295
+1
+0.3% +$27 0.01% 276
2016
Q2 		$6K Buy
294
+4
+1% +$80 0.01% 304
2016
Q1 		$5K Sell
290
-94
-24% -$1.62K ﹤0.01% 384
2015
Q4 		$9K Buy
384
+5
+1% +$175 0.01% 293
2015
Q3 		$13K Hold
379
– – 0.02% 225
2015
Q2 		$22K Buy
379
+251
+196% +$12.9K 0.02% 196
2015
Q1 		$6K Buy
128
+2
+2% +$93 0.01% 279
2014
Q4 		$6K Buy
+126
New +$6.44K 0.01% 269

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

Burt Wealth Advisors's WMB Position: Q3 2017 in Review

Burt Wealth Advisors sold out of Williams Companies (WMB) in Q3 2017, closing a stake of 65 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in WMB in Q4 2014 and held it in 9 quarters. The position peaked at $22K in Q2 2015. 706 funds tracked by Wall St. Rank hold WMB as of Q3 2017.

  • Burt Wealth Advisors reported no remaining Williams Companies position as of Q3 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 65 Williams Companies shares in Q3 2017, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Williams Companies in Q4 2014 and held it in 9 quarters.
  • Burt Wealth Advisors's Williams Companies position peaked at $22K in Q2 2015.
  • 706 funds tracked by Wall St. Rank held Williams Companies as of Q3 2017.

Based on Burt Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.