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Integrated Wealth Counsel’s Williams Companies WMB Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$0 Buy
+5
New +$151 ﹤0.01% 227
2016
Q2 		– Sell
-5
Closed – – 81
2016
Q1 		$0 Buy
+5
New +$86 ﹤0.01% 90
2013
Q3 		– Sell
-378
Closed -$12K – 212
2013
Q2 		$12K Buy
+378
New +$13.6K 0.01% 157

Other funds holding WMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Integrated Wealth Counsel's WMB Position: Q4 2016 in Review

Integrated Wealth Counsel opened a new position in Williams Companies (WMB) in Q4 2016: 5 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #227 among its holdings. This is a return to the name: Integrated Wealth Counsel previously reported a position in WMB as recently as Q1 2016.

Integrated Wealth Counsel first reported a position in WMB in Q2 2013 and has held it in 3 quarters since. The position peaked at $12K in Q2 2013. 697 funds tracked by Wall St. Rank hold WMB as of Q4 2016.

  • Integrated Wealth Counsel held 5 shares of Williams Companies worth $0 as of Q4 2016.
  • Williams Companies was a new Integrated Wealth Counsel position in Q4 2016.
  • Williams Companies made up ﹤0.01% of Integrated Wealth Counsel's portfolio in Q4 2016, its #227 holding.
  • Integrated Wealth Counsel first reported a position in Williams Companies in Q2 2013 and has held it in 3 quarters since.
  • Integrated Wealth Counsel's Williams Companies position peaked at $12K in Q2 2013.
  • 697 funds tracked by Wall St. Rank held Williams Companies as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.