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Investment House LLC’s Williams Companies WMB Stock Holding History

Investment House LLC’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
2018
Q1 		– Sell
-6,805
Closed -$207K – 201
2017
Q4 		$207K Hold
6,805
– – 0.03% 189
2017
Q3 		$204K Hold
6,805
– – 0.03% 182
2017
Q2 		$206K Buy
+6,805
New +$203K 0.03% 189
2016
Q3 		– Sell
-17,840
Closed -$386K – 188
2016
Q2 		$386K Buy
+17,840
New +$358K 0.06% 151
2015
Q4 		– Sell
-9,614
Closed -$354K – 176
2015
Q3 		$354K Buy
+9,614
New +$479K 0.06% 135

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Investment House LLC's WMB Position: Q1 2018 in Review

Investment House LLC sold out of Williams Companies (WMB) in Q1 2018, closing a stake of 6,805 shares — an estimated $207K sold.

Investment House LLC first reported a position in WMB in Q3 2015 and held it in 5 quarters. The position peaked at $386K in Q2 2016. 722 funds tracked by Wall St. Rank hold WMB as of Q1 2018.

  • Investment House LLC reported no remaining Williams Companies position as of Q1 2018 after selling out during the quarter.
  • Investment House LLC sold 6,805 Williams Companies shares in Q1 2018, an estimated $207K.
  • Investment House LLC first reported a position in Williams Companies in Q3 2015 and held it in 5 quarters.
  • Investment House LLC's Williams Companies position peaked at $386K in Q2 2016.
  • 722 funds tracked by Wall St. Rank held Williams Companies as of Q1 2018.

Based on Investment House LLC's 13F filing for Q1 2018, filed 8 May 2018.