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Mountain Capital Investment Advisors’s Williams Companies WMB Stock Holding History

Mountain Capital Investment Advisors’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
Q4 		– Sell
-714
Closed -$21K – 431
2017
Q3 		$21K Sell
714
-140
-16% -$4.26K 0.02% 181
2017
Q2 		$26K Buy
+854
New +$25.4K 0.03% 181

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
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mountain Capital Investment Advisors's WMB Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Williams Companies (WMB) in Q4 2017, closing a stake of 714 shares — an estimated $21K sold.

Mountain Capital Investment Advisors first reported a position in WMB in Q2 2017 and held it in 2 quarters. The position peaked at $26K in Q2 2017. 731 funds tracked by Wall St. Rank hold WMB as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Williams Companies position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 714 Williams Companies shares in Q4 2017, an estimated $21K.
  • Mountain Capital Investment Advisors first reported a position in Williams Companies in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Williams Companies position peaked at $26K in Q2 2017.
  • 731 funds tracked by Wall St. Rank held Williams Companies as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.