Equitec Proprietary Markets’s Williams Companies WMB Stock Holding History

Equitec Proprietary Markets’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
2022 Q1	–	Sell	-705	Closed	-$18K	–	424
2021 Q4	$18K	Buy	+705	New	+$19.5K	﹤0.01%	341
2017 Q4	–	Sell	-1,600	Closed	-$46.5K	–	91
2017 Q3	$48K	Hold	1,600	–	–	0.01%	77
2017 Q2	$48K	Sell	1,600 -9,300	-85%	-$277K	0.01%	95
2017 Q1	$323K	Buy	+10,900	New	+$315K	0.02%	70
2016 Q3	–	Sell	-97,200	Closed	-$2.58M	–	158
2016 Q2	$2.1M	Buy	97,200 +2,900	+3%	+$58.2K	0.09%	27
2016 Q1	$1.51M	Sell	94,300 -32,700	-26%	-$562K	0.11%	39
2015 Q4	$3.26M	Buy	127,000 +117,000	+1,170%	+$4.09M	0.17%	33
2015 Q3	$369K	Buy	+10,000	New	+$498K	0.02%	93
2015 Q1	–	Sell	-6,073	Closed	-$273K	–	539
2014 Q4	$273K	Buy	+6,073	New	+$311K	0.01%	240

Other funds holding WMB

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Equitec Proprietary Markets's WMB Position: Q1 2022 in Review

Equitec Proprietary Markets sold out of Williams Companies (WMB) in Q1 2022, closing a stake of 705 shares — an estimated $18K sold.

Equitec Proprietary Markets first reported a position in WMB in Q4 2014 and held it in 9 quarters. The position peaked at $3.26M in Q4 2015. 1,103 funds tracked by Wall St. Rank hold WMB as of Q1 2022.

Equitec Proprietary Markets reported no remaining Williams Companies position as of Q1 2022 after selling out during the quarter.
Equitec Proprietary Markets sold 705 Williams Companies shares in Q1 2022, an estimated $18K.
Equitec Proprietary Markets first reported a position in Williams Companies in Q4 2014 and held it in 9 quarters.
Equitec Proprietary Markets's Williams Companies position peaked at $3.26M in Q4 2015.
1,103 funds tracked by Wall St. Rank held Williams Companies as of Q1 2022.

Based on Equitec Proprietary Markets's 13F filing for Q1 2022, filed 22 Apr 2022.