HCC
Hirtle Callaghan & Co’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | +$59K | 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 | +$265K | 0.09% | 55 |
|