PWM
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Patriot Wealth Management’s Williams Companies WMB Stock Holding History

Patriot Wealth Management’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
2018
Q4 		– Sell
-297,011
Closed -$8.08M – 89
2018
Q3 		$8.08M Buy
297,011
+6,849
+2% +$199K 1.02% 45
2018
Q2 		$7.87M Buy
290,162
+6,679
+2% +$176K 1.08% 37
2018
Q1 		$7.05M Buy
283,483
+6,577
+2% +$194K 1% 35
2017
Q4 		$8.44M Buy
276,906
+170,874
+161% +$4.97M 1.2% 25
2017
Q3 		$3.18M Sell
106,032
-78,039
-42% -$2.37M 0.52% 58
2017
Q2 		$5.57M Sell
184,071
-92,577
-33% -$2.76M 0.93% 46
2017
Q1 		$8.19M Buy
276,648
+40,311
+17% +$1.17M 1.31% 22
2016
Q4 		$7.36M Buy
236,337
+63,894
+37% +$1.93M 1.39% 24
2016
Q3 		$5.3M Buy
+172,443
New +$4.58M 1.02% 40

Other funds holding WMB

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return