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Cerity Partners OCIO’s Williams Companies WMB Stock Holding History

Cerity Partners OCIO’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
Q4 		– Sell
-28,727
Closed -$862K – 273
2017
Q3 		$862K Buy
28,727
+1,898
+7% +$57.8K 0.06% 128
2017
Q2 		$813K Buy
+26,829
New +$799K 0.06% 131
2015
Q4 		– Sell
-18,322
Closed -$684K – 240
2015
Q3 		$684K Buy
18,322
+1,340
+8% +$66.7K 0.08% 109
2015
Q2 		$975K Buy
16,982
+2,725
+19% +$140K 0.11% 79
2015
Q1 		$721K Buy
+14,257
New +$661K 0.08% 106

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cerity Partners OCIO's WMB Position: Q4 2017 in Review

Cerity Partners OCIO sold out of Williams Companies (WMB) in Q4 2017, closing a stake of 28,727 shares — an estimated $862K sold.

Cerity Partners OCIO first reported a position in WMB in Q1 2015 and held it in 5 quarters. The position peaked at $975K in Q2 2015. 731 funds tracked by Wall St. Rank hold WMB as of Q4 2017.

  • Cerity Partners OCIO reported no remaining Williams Companies position as of Q4 2017 after selling out during the quarter.
  • Cerity Partners OCIO sold 28,727 Williams Companies shares in Q4 2017, an estimated $862K.
  • Cerity Partners OCIO first reported a position in Williams Companies in Q1 2015 and held it in 5 quarters.
  • Cerity Partners OCIO's Williams Companies position peaked at $975K in Q2 2015.
  • 731 funds tracked by Wall St. Rank held Williams Companies as of Q4 2017.

Based on Cerity Partners OCIO's 13F filing for Q4 2017, filed 14 Feb 2018.