Cypress Wealth Advisors’s Williams Companies WMB Stock Holding History

Cypress Wealth Advisors’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
2019 Q1	$3.36M	Sell	116,918 -25,050	-18%	-$671K	3.84%	4
2018 Q4	$3.13M	Buy	141,968 +37,893	+36%	+$948K	4.3%	4
2018 Q3	$2.83M	Buy	104,075 +7,925	+8%	+$230K	2.98%	7
2018 Q2	$2.61M	Buy	96,150 +21,325	+28%	+$562K	2.82%	7
2018 Q1	$1.86M	Hold	74,825	–	–	2.02%	15
2017 Q4	$2.28M	Buy	+74,825	New	+$2.18M	2.19%	12
2017 Q3	–	Sell	-8,725	Closed	-$264K	–	80
2017 Q2	$264K	Sell	8,725 -40,864	-82%	-$1.22M	0.31%	62
2017 Q1	$1.47M	Sell	49,589 -22,932	-32%	-$663K	0.67%	38
2016 Q4	$2.26M	Sell	72,521 -64	-0.1%	-$1.93K	1.03%	23
2016 Q3	$2.23M	Buy	72,585 +35,437	+95%	+$940K	1.01%	22
2016 Q2	$804K	Buy	37,148 +2,413	+7%	+$48.4K	0.4%	59
2016 Q1	$558K	Buy	34,735 +7,901	+29%	+$136K	0.26%	85
2015 Q4	$690K	Sell	26,834 -14,797	-36%	-$517K	0.35%	63
2015 Q3	$1.53M	Buy	41,631 +461	+1%	+$23K	0.83%	26
2015 Q2	$2.36M	Buy	+41,170	New	+$2.12M	1.38%	15

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Cypress Wealth Advisors's WMB Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Williams Companies (WMB) stake by 18% in Q1 2019, selling an estimated $671K and leaving 116,918 shares worth $3.36M. The position accounts for 3.84% of the portfolio, ranked #4.

Cypress Wealth Advisors first reported a position in WMB in Q2 2015 and has held it in 15 quarters since. 833 funds tracked by Wall St. Rank hold WMB as of Q1 2019.

Cypress Wealth Advisors held 116,918 shares of Williams Companies worth $3.36M as of Q1 2019.
Cypress Wealth Advisors sold 25,050 Williams Companies shares in Q1 2019, an estimated $671K.
Williams Companies made up 3.84% of Cypress Wealth Advisors's portfolio in Q1 2019, its #4 holding.
Cypress Wealth Advisors first reported a position in Williams Companies in Q2 2015 and has held it in 15 quarters since.
833 funds tracked by Wall St. Rank held Williams Companies as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.