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New York Life Trust’s Williams Companies WMB Stock Holding History

New York Life Trust’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
Q1 		$10K Sell
326
-128
-28% -$3.7K 0.49% 54
2016
Q4 		$14K Buy
+454
New +$13.7K 0.07% 186

Other funds holding WMB

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

New York Life Trust's WMB Position: Q1 2017 in Review

New York Life Trust reduced its Williams Companies (WMB) stake by 28% in Q1 2017, selling an estimated $3.7K and leaving 326 shares worth $10K. The position accounts for 0.49% of the portfolio, ranked #54.

New York Life Trust first reported a position in WMB in Q4 2016 and has held it in 2 quarters since. The position peaked at $14K in Q4 2016. 701 funds tracked by Wall St. Rank hold WMB as of Q1 2017.

  • New York Life Trust held 326 shares of Williams Companies worth $10K as of Q1 2017.
  • New York Life Trust sold 128 Williams Companies shares in Q1 2017, an estimated $3.7K.
  • Williams Companies made up 0.49% of New York Life Trust's portfolio in Q1 2017, its #54 holding.
  • New York Life Trust first reported a position in Williams Companies in Q4 2016 and has held it in 2 quarters since.
  • New York Life Trust's Williams Companies position peaked at $14K in Q4 2016.
  • 701 funds tracked by Wall St. Rank held Williams Companies as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.