MYCIO Wealth Partners’s Williams Companies WMB Stock Holding History

MYCIO Wealth Partners’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 Q4	–	Sell	-744	Closed	-$23K	–	670
2016 Q3	$23K	Sell	744 -276	-27%	-$7.32K	﹤0.01%	453
2016 Q2	$22K	Hold	1,020	–	–	﹤0.01%	447
2016 Q1	$16K	Buy	1,020 +276	+37%	+$4.75K	﹤0.01%	460
2015 Q4	$19K	Hold	744	–	–	﹤0.01%	439
2015 Q3	$27K	Sell	744 -182	-20%	-$9.06K	0.01%	391
2015 Q2	$53K	Hold	926	–	–	0.01%	286
2015 Q1	$47K	Buy	926 +82	+10%	+$3.8K	0.01%	293
2014 Q4	$38K	Hold	844	–	–	0.01%	305
2014 Q3	$47K	Hold	844	–	–	0.01%	258
2014 Q2	$49K	Hold	844	–	–	0.01%	268
2014 Q1	$34K	Buy	844 +100	+13%	+$4.05K	0.01%	305
2013 Q4	$29K	Sell	744 -200	-21%	-$7.19K	0.01%	318
2013 Q3	$34K	Hold	944	–	–	0.01%	275
2013 Q2	$31K	Buy	+944	New	+$34K	0.01%	285

Other funds holding WMB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

MYCIO Wealth Partners's WMB Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Williams Companies (WMB) in Q4 2016, closing a stake of 744 shares — an estimated $23K sold.

MYCIO Wealth Partners first reported a position in WMB in Q2 2013 and held it in 14 quarters. The position peaked at $53K in Q2 2015. 697 funds tracked by Wall St. Rank hold WMB as of Q4 2016.

MYCIO Wealth Partners reported no remaining Williams Companies position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 744 Williams Companies shares in Q4 2016, an estimated $23K.
MYCIO Wealth Partners first reported a position in Williams Companies in Q2 2013 and held it in 14 quarters.
MYCIO Wealth Partners's Williams Companies position peaked at $53K in Q2 2015.
697 funds tracked by Wall St. Rank held Williams Companies as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.