Delphi Private Advisors’s Williams Companies WMB Stock Holding History

Delphi Private 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
2017 Q3	–	Sell	-3	Closed	–	–	118
2017 Q2	$0	Buy	+3	New	+$89	﹤0.01%	136
2016 Q3	–	Sell	-3	Closed	–	–	551
2016 Q2	$0	Hold	3	–	–	﹤0.01%	552
2016 Q1	$0	Sell	3 -11	-79%	-$189	﹤0.01%	414
2015 Q4	$0	Buy	+14	New	+$489	﹤0.01%	426

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Delphi Private Advisors's WMB Position: Q3 2017 in Review

Delphi Private Advisors sold out of Williams Companies (WMB) in Q3 2017, closing a stake of 3 shares.

Delphi Private Advisors first reported a position in WMB in Q4 2015 and held it in 4 quarters. The position peaked at $0 in Q2 2017. 706 funds tracked by Wall St. Rank hold WMB as of Q3 2017.

Delphi Private Advisors reported no remaining Williams Companies position as of Q3 2017 after selling out during the quarter.
Delphi Private Advisors sold 3 Williams Companies shares in Q3 2017.
Delphi Private Advisors first reported a position in Williams Companies in Q4 2015 and held it in 4 quarters.
Delphi Private Advisors's Williams Companies position peaked at $0 in Q2 2017.
706 funds tracked by Wall St. Rank held Williams Companies as of Q3 2017.

Based on Delphi Private Advisors's 13F filing for Q3 2017, filed 16 Oct 2017.