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Independent Portfolio Consultants’s Williams Companies WMB Stock Holding History

Independent Portfolio Consultants’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
Q2 		$0 Hold
1
– – ﹤0.01% 842
2017
Q1 		$0 Sell
1
-32
-97% -$925 ﹤0.01% 910
2016
Q4 		$1K Buy
33
+31
+1,550% +$934 ﹤0.01% 793
2016
Q3 		$0 Hold
2
– – ﹤0.01% 755
2016
Q2 		$0 Sell
2
-302
-99% -$6.06K ﹤0.01% 766
2016
Q1 		$5K Hold
304
– – ﹤0.01% 742
2015
Q4 		$8K Sell
304
-995
-77% -$34.8K ﹤0.01% 728
2015
Q3 		$48K Buy
1,299
+255
+24% +$12.7K 0.01% 587
2015
Q2 		$60K Buy
1,044
+670
+179% +$34.5K 0.01% 599
2015
Q1 		$19K Buy
374
+70
+23% +$3.25K ﹤0.01% 683
2014
Q4 		$14K Buy
304
+141
+87% +$7.21K ﹤0.01% 684
2014
Q3 		$9K Sell
163
-2,402
-94% -$138K ﹤0.01% 754
2014
Q2 		$149K Buy
+2,565
New +$119K 0.04% 486

Other funds holding WMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Independent Portfolio Consultants's WMB Position: Q2 2017 in Review

Independent Portfolio Consultants held its Williams Companies (WMB) position steady in Q2 2017 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Independent Portfolio Consultants first reported a position in WMB in Q2 2014 and has held it in 13 quarters since. The position peaked at $149K in Q2 2014. 703 funds tracked by Wall St. Rank hold WMB as of Q2 2017.

  • Independent Portfolio Consultants held 1 share of Williams Companies worth $0 as of Q2 2017.
  • Independent Portfolio Consultants left its Williams Companies share count unchanged in Q2 2017.
  • Williams Companies made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #842 holding.
  • Independent Portfolio Consultants first reported a position in Williams Companies in Q2 2014 and has held it in 13 quarters since.
  • Independent Portfolio Consultants's Williams Companies position peaked at $149K in Q2 2014.
  • 703 funds tracked by Wall St. Rank held Williams Companies as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.