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Coyle Financial Counsel’s Williams Companies WMB Stock Holding History

Coyle Financial Counsel’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
2018
Q3 		– Sell
-56
Closed -$2K – 304
2018
Q2 		$2K Buy
+56
New +$1.48K ﹤0.01% 317

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Coyle Financial Counsel's WMB Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Williams Companies (WMB) in Q3 2018, closing a stake of 56 shares — an estimated $2K sold.

Coyle Financial Counsel first reported a position in WMB in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 837 funds tracked by Wall St. Rank hold WMB as of Q3 2018.

  • Coyle Financial Counsel reported no remaining Williams Companies position as of Q3 2018 after selling out during the quarter.
  • Coyle Financial Counsel sold 56 Williams Companies shares in Q3 2018, an estimated $2K.
  • Coyle Financial Counsel first reported a position in Williams Companies in Q2 2018 and held it in 1 quarter.
  • Coyle Financial Counsel's Williams Companies position peaked at $2K in Q2 2018.
  • 837 funds tracked by Wall St. Rank held Williams Companies as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.