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Investors Capital Advisory Services’s Williams Companies WMB Stock Holding History

Investors Capital Advisory Services’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
Q2 		– Sell
-14,085
Closed -$226K – 739
2016
Q1 		$226K Buy
14,085
+5,799
+70% +$99.7K 0.04% 526
2015
Q4 		$211K Sell
8,286
-2,460
-23% -$86K 0.04% 563
2015
Q3 		$395K Buy
10,746
+1,905
+22% +$94.9K 0.08% 358
2015
Q2 		$506K Sell
8,841
-14,136
-62% -$728K 0.09% 307
2015
Q1 		$1.16M Buy
22,977
+2,060
+10% +$95.5K 0.22% 125
2014
Q4 		$939K Sell
20,917
-1,137
-5% -$58.1K 0.18% 162
2014
Q3 		$1.22M Sell
22,054
-10,170
-32% -$584K 0.24% 110
2014
Q2 		$1.87M Buy
32,224
+10,234
+47% +$474K 0.3% 82
2014
Q1 		$890K Buy
21,990
+8,864
+68% +$359K 0.19% 152
2013
Q4 		$504K Buy
13,126
+569
+5% +$20.5K 0.12% 252
2013
Q3 		$456K Buy
12,557
+407
+3% +$14.3K 0.12% 261
2013
Q2 		$393K Buy
+12,150
New +$437K 0.12% 248

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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Investors Capital Advisory Services's WMB Position: Q2 2016 in Review

Investors Capital Advisory Services sold out of Williams Companies (WMB) in Q2 2016, closing a stake of 14,085 shares — an estimated $226K sold.

Investors Capital Advisory Services first reported a position in WMB in Q2 2013 and held it in 12 quarters. The position peaked at $1.87M in Q2 2014. 615 funds tracked by Wall St. Rank hold WMB as of Q2 2016.

  • Investors Capital Advisory Services reported no remaining Williams Companies position as of Q2 2016 after selling out during the quarter.
  • Investors Capital Advisory Services sold 14,085 Williams Companies shares in Q2 2016, an estimated $226K.
  • Investors Capital Advisory Services first reported a position in Williams Companies in Q2 2013 and held it in 12 quarters.
  • Investors Capital Advisory Services's Williams Companies position peaked at $1.87M in Q2 2014.
  • 615 funds tracked by Wall St. Rank held Williams Companies as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.