MAM
WMB icon

Martingale Asset Management’s Williams Companies WMB Stock Holding History

Martingale Asset Management’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
Q3 		– Sell
-64,217
Closed -$1.95M – 998
2017
Q2 		$1.95M Buy
+64,217
New +$1.91M 0.03% 552

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Martingale Asset Management's WMB Position: Q3 2017 in Review

Martingale Asset Management sold out of Williams Companies (WMB) in Q3 2017, closing a stake of 64,217 shares — an estimated $1.95M sold.

Martingale Asset Management first reported a position in WMB in Q2 2017 and held it in 1 quarter. The position peaked at $1.95M in Q2 2017. 706 funds tracked by Wall St. Rank hold WMB as of Q3 2017.

  • Martingale Asset Management reported no remaining Williams Companies position as of Q3 2017 after selling out during the quarter.
  • Martingale Asset Management sold 64,217 Williams Companies shares in Q3 2017, an estimated $1.95M.
  • Martingale Asset Management first reported a position in Williams Companies in Q2 2017 and held it in 1 quarter.
  • Martingale Asset Management's Williams Companies position peaked at $1.95M in Q2 2017.
  • 706 funds tracked by Wall St. Rank held Williams Companies as of Q3 2017.

Based on Martingale Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.