Cypress Asset Management’s Williams Companies WMB Stock Holding History

Cypress Asset 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
2018 Q1	–	Sell	-8,606	Closed	-$262K	–	192
2017 Q4	$262K	Sell	8,606 -1,237	-13%	-$36K	0.06%	168
2017 Q3	$295K	Sell	9,843 -2,784	-22%	-$84.7K	0.06%	161
2017 Q2	$382K	Sell	12,627 -8,424	-40%	-$251K	0.08%	145
2017 Q1	$623K	Sell	21,051 -2,202	-9%	-$63.7K	0.12%	136
2016 Q4	$724K	Sell	23,253 -3,775	-14%	-$114K	0.14%	125
2016 Q3	$831K	Buy	27,028 +1,518	+6%	+$40.3K	0.17%	119
2016 Q2	$552K	Sell	25,510 -8,672	-25%	-$174K	0.11%	138
2016 Q1	$549K	Sell	34,182 -171	-0.5%	-$2.94K	0.11%	133
2015 Q4	$883K	Sell	34,353 -2,367	-6%	-$82.7K	0.18%	112
2015 Q3	$1.35M	Sell	36,720 -4,337	-11%	-$216K	0.28%	88
2015 Q2	$2.36M	Buy	41,057 +5,948	+17%	+$306K	0.44%	69
2015 Q1	$1.78M	Buy	35,109 +197	+0.6%	+$9.13K	0.33%	84
2014 Q4	$1.57M	Buy	34,912 +1,823	+6%	+$93.2K	0.29%	88
2014 Q3	$1.83M	Sell	33,089 -914	-3%	-$52.5K	0.33%	78
2014 Q2	$1.98M	Buy	34,003 +503	+2%	+$23.3K	0.34%	77
2014 Q1	$1.36M	Sell	33,500 -2,156	-6%	-$87.3K	0.25%	96
2013 Q4	$1.38M	Sell	35,656 -630	-2%	-$22.7K	0.24%	94
2013 Q3	$1.32M	Sell	36,286 -80	-0.2%	-$2.8K	0.24%	88
2013 Q2	$1.18M	Buy	+36,366	New	+$1.31M	0.22%	96

Other funds holding WMB

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

Cypress Asset Management's WMB Position: Q1 2018 in Review

Cypress Asset Management sold out of Williams Companies (WMB) in Q1 2018, closing a stake of 8,606 shares — an estimated $262K sold.

Cypress Asset Management first reported a position in WMB in Q2 2013 and held it in 19 quarters. The position peaked at $2.36M in Q2 2015. 722 funds tracked by Wall St. Rank hold WMB as of Q1 2018.

Cypress Asset Management reported no remaining Williams Companies position as of Q1 2018 after selling out during the quarter.
Cypress Asset Management sold 8,606 Williams Companies shares in Q1 2018, an estimated $262K.
Cypress Asset Management first reported a position in Williams Companies in Q2 2013 and held it in 19 quarters.
Cypress Asset Management's Williams Companies position peaked at $2.36M in Q2 2015.
722 funds tracked by Wall St. Rank held Williams Companies as of Q1 2018.

Based on Cypress Asset Management's 13F filing for Q1 2018, filed 14 May 2018.