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Park Avenue Institutional Advisers’s Williams Companies WMB Stock Holding History

Park Avenue Institutional Advisers’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
Q3 		– Sell
-4,310
Closed -$93K – 418
2016
Q2 		$93K Buy
4,310
+12
+0.3% +$241 0.08% 289
2016
Q1 		$69K Sell
4,298
-121
-3% -$2.08K 0.06% 350
2015
Q4 		$114K Sell
4,419
-118
-3% -$4.12K 0.1% 242
2015
Q3 		$167K Sell
4,537
-2
-0% -$100 0.15% 168
2015
Q2 		$260K Buy
+4,539
New +$234K 0.21% 120

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Park Avenue Institutional Advisers's WMB Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of Williams Companies (WMB) in Q3 2016, closing a stake of 4,310 shares — an estimated $93K sold.

Park Avenue Institutional Advisers first reported a position in WMB in Q2 2015 and held it in 5 quarters. The position peaked at $260K in Q2 2015. 645 funds tracked by Wall St. Rank hold WMB as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining Williams Companies position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 4,310 Williams Companies shares in Q3 2016, an estimated $93K.
  • Park Avenue Institutional Advisers first reported a position in Williams Companies in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's Williams Companies position peaked at $260K in Q2 2015.
  • 645 funds tracked by Wall St. Rank held Williams Companies as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.