Hirtle Callaghan & Co’s Williams Companies WMB Stock Holding History

Hirtle Callaghan & Co’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	-2,008	Closed	-$61K	–	209
2017 Q2	$61K	Hold	2,008	–	–	0.01%	56
2017 Q1	$59K	Buy	+2,008	New	+$58.1K	0.01%	62
2016 Q1	–	Sell	-4,622	Closed	-$119K	–	186
2015 Q4	$119K	Hold	4,622	–	–	0.03%	80
2015 Q3	$170K	Hold	4,622	–	–	0.03%	89
2015 Q2	$265K	Buy	+4,622	New	+$238K	0.09%	55

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

Hirtle Callaghan & Co's WMB Position: Q3 2017 in Review

Hirtle Callaghan & Co sold out of Williams Companies (WMB) in Q3 2017, closing a stake of 2,008 shares — an estimated $61K sold.

Hirtle Callaghan & Co first reported a position in WMB in Q2 2015 and held it in 5 quarters. The position peaked at $265K in Q2 2015. 706 funds tracked by Wall St. Rank hold WMB as of Q3 2017.

Hirtle Callaghan & Co reported no remaining Williams Companies position as of Q3 2017 after selling out during the quarter.
Hirtle Callaghan & Co sold 2,008 Williams Companies shares in Q3 2017, an estimated $61K.
Hirtle Callaghan & Co first reported a position in Williams Companies in Q2 2015 and held it in 5 quarters.
Hirtle Callaghan & Co's Williams Companies position peaked at $265K in Q2 2015.
706 funds tracked by Wall St. Rank held Williams Companies as of Q3 2017.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2017, filed 13 Nov 2017.