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Israel Discount Bank of New York’s Williams Companies WMB Stock Holding History

Israel Discount Bank of New York’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
Q1 		– Sell
-5,675
Closed -$177K – 474
2016
Q4 		$177K Buy
+5,675
New +$171K 0.16% 95

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Israel Discount Bank of New York's WMB Position: Q1 2017 in Review

Israel Discount Bank of New York sold out of Williams Companies (WMB) in Q1 2017, closing a stake of 5,675 shares — an estimated $177K sold.

Israel Discount Bank of New York first reported a position in WMB in Q4 2016 and held it in 1 quarter. The position peaked at $177K in Q4 2016. 701 funds tracked by Wall St. Rank hold WMB as of Q1 2017.

  • Israel Discount Bank of New York reported no remaining Williams Companies position as of Q1 2017 after selling out during the quarter.
  • Israel Discount Bank of New York sold 5,675 Williams Companies shares in Q1 2017, an estimated $177K.
  • Israel Discount Bank of New York first reported a position in Williams Companies in Q4 2016 and held it in 1 quarter.
  • Israel Discount Bank of New York's Williams Companies position peaked at $177K in Q4 2016.
  • 701 funds tracked by Wall St. Rank held Williams Companies as of Q1 2017.

Based on Israel Discount Bank of New York's 13F filing for Q1 2017, filed 11 May 2017.