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Concert Wealth Management’s Williams Companies WMB Stock Holding History

Concert Wealth 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
2016
Q4 		– Sell
-6,945
Closed -$215K – 931
2016
Q3 		$215K Buy
+6,945
New +$184K 0.03% 618

Other funds holding WMB

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Concert Wealth Management's WMB Position: Q4 2016 in Review

Concert Wealth Management sold out of Williams Companies (WMB) in Q4 2016, closing a stake of 6,945 shares — an estimated $215K sold.

Concert Wealth Management first reported a position in WMB in Q3 2016 and held it in 1 quarter. The position peaked at $215K in Q3 2016. 697 funds tracked by Wall St. Rank hold WMB as of Q4 2016.

  • Concert Wealth Management reported no remaining Williams Companies position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 6,945 Williams Companies shares in Q4 2016, an estimated $215K.
  • Concert Wealth Management first reported a position in Williams Companies in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Williams Companies position peaked at $215K in Q3 2016.
  • 697 funds tracked by Wall St. Rank held Williams Companies as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.