Credential Securities’s Williams Companies WMB Stock Holding History

Credential Securities’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	-92	Closed	-$2.76K	–	277
2017 Q3	$2.76K	Hold	92	–	–	﹤0.01%	250
2017 Q2	$2.74K	Hold	92	–	–	﹤0.01%	245
2017 Q1	$2.72K	Hold	92	–	–	﹤0.01%	243
2016 Q4	$2.87K	Hold	92	–	–	﹤0.01%	245
2016 Q3	$2.83K	Hold	92	–	–	﹤0.01%	230
2016 Q2	$1.99K	Hold	92	–	–	﹤0.01%	219
2016 Q1	$1.48K	Hold	92	–	–	﹤0.01%	213
2015 Q4	$2.36K	Sell	92 -5,941	-98%	-$208K	﹤0.01%	201
2015 Q3	$222K	Buy	6,033 +228	+4%	+$11.4K	0.15%	126
2015 Q2	$333K	Buy	5,805 +5,713	+6,210%	+$294K	0.21%	114
2015 Q1	$4.65K	Hold	92	–	–	﹤0.01%	192
2014 Q4	$4.13K	Sell	92 -15,862	-99%	-$811K	﹤0.01%	192
2014 Q3	$893K	Buy	15,954 +1,055	+7%	+$60.6K	0.6%	41
2014 Q2	$867K	Buy	14,899 +948	+7%	+$43.9K	0.57%	44
2014 Q1	$566K	Buy	+13,951	New	+$565K	0.42%	67

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Credential Securities's WMB Position: Q4 2017 in Review

Credential Securities sold out of Williams Companies (WMB) in Q4 2017, closing a stake of 92 shares — an estimated $2.76K sold.

Credential Securities first reported a position in WMB in Q1 2014 and held it in 15 quarters. The position peaked at $893K in Q3 2014. 731 funds tracked by Wall St. Rank hold WMB as of Q4 2017.

Credential Securities reported no remaining Williams Companies position as of Q4 2017 after selling out during the quarter.
Credential Securities sold 92 Williams Companies shares in Q4 2017, an estimated $2.76K.
Credential Securities first reported a position in Williams Companies in Q1 2014 and held it in 15 quarters.
Credential Securities's Williams Companies position peaked at $893K in Q3 2014.
731 funds tracked by Wall St. Rank held Williams Companies as of Q4 2017.

Based on Credential Securities's 13F filing for Q4 2017, filed 21 Jul 2025.