Mariner Wealth Advisors (Cincinnati)’s Williams Companies WMB Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	$3.51M	Buy	129,145 +91,912	+247%	+$2.67M	0.19%	86
2018 Q2	$1.01M	Buy	37,233 +4,895	+15%	+$129K	0.06%	134
2018 Q1	$804K	Buy	32,338 +11,075	+52%	+$327K	0.05%	142
2017 Q4	$648K	Buy	+21,263	New	+$618K	0.04%	152
2015 Q1	$693K	Sell	13,700 -71	-0.5%	-$3.29K	0.1%	90
2014 Q4	$619K	Buy	13,771 +2,293	+20%	+$117K	0.09%	97
2014 Q3	$635K	Buy	11,478 +178	+2%	+$10.2K	0.1%	82
2014 Q2	$658K	Sell	11,300 -4,510	-29%	-$209K	0.1%	76
2014 Q1	$642K	Sell	15,810 -69,859	-82%	-$2.83M	0.1%	77
2013 Q4	$3.3M	Buy	85,669 +66,210	+340%	+$2.38M	0.54%	47
2013 Q3	$708K	Buy	19,459 +11,260	+137%	+$395K	0.13%	73
2013 Q2	$266K	Buy	+8,199	New	+$295K	0.05%	108

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s WMB Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Williams Companies (WMB) stake by 247% in Q3 2018, buying an estimated $2.67M and bringing the position to 129,145 shares worth $3.51M. The position accounts for 0.19% of the portfolio, ranked #86.

Mariner Wealth Advisors (Cincinnati) first reported a position in WMB in Q2 2013 and has held it in 12 quarters since. 837 funds tracked by Wall St. Rank hold WMB as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 129,145 shares of Williams Companies worth $3.51M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 91,912 Williams Companies shares in Q3 2018, an estimated $2.67M.
Williams Companies made up 0.19% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #86 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Williams Companies in Q2 2013 and has held it in 12 quarters since.
837 funds tracked by Wall St. Rank held Williams Companies as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.