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National Planning Corporation’s Williams Companies WMB Stock Holding History

National Planning Corporation’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
-7,340
Closed -$220K – 622
2017
Q3 		$220K Buy
7,340
+216
+3% +$6.57K 0.02% 607
2017
Q2 		$220K Sell
7,124
-977
-12% -$29.1K 0.02% 643
2017
Q1 		$242K Buy
8,101
+17
+0.2% +$491 0.02% 579
2016
Q4 		$232K Buy
8,084
+392
+5% +$11.8K 0.02% 572
2016
Q3 		$225K Buy
+7,692
New +$204K 0.02% 553
2015
Q4 		– Sell
-5,219
Closed -$203K – 760
2015
Q3 		$203K Sell
5,219
-1,466
-22% -$73K 0.02% 561
2015
Q2 		$334K Buy
6,685
+452
+7% +$23.3K 0.03% 450
2015
Q1 		$309K Buy
6,233
+228
+4% +$10.6K 0.03% 481
2014
Q4 		$256K Buy
6,005
+302
+5% +$15.4K 0.02% 584
2014
Q3 		$318K Buy
5,703
+1,242
+28% +$71.4K 0.02% 540
2014
Q2 		$260K Sell
4,461
-19,098
-81% -$885K 0.02% 597
2014
Q1 		$957K Buy
+23,559
New +$954K 0.08% 246

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

National Planning Corporation's WMB Position: Q4 2017 in Review

National Planning Corporation sold out of Williams Companies (WMB) in Q4 2017, closing a stake of 7,340 shares — an estimated $220K sold.

National Planning Corporation first reported a position in WMB in Q1 2014 and held it in 12 quarters. The position peaked at $957K in Q1 2014. 731 funds tracked by Wall St. Rank hold WMB as of Q4 2017.

  • National Planning Corporation reported no remaining Williams Companies position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 7,340 Williams Companies shares in Q4 2017, an estimated $220K.
  • National Planning Corporation first reported a position in Williams Companies in Q1 2014 and held it in 12 quarters.
  • National Planning Corporation's Williams Companies position peaked at $957K in Q1 2014.
  • 731 funds tracked by Wall St. Rank held Williams Companies as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.