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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Patriot Wealth Management's WMB Position: Q4 2018 in Review

Patriot Wealth Management sold out of Williams Companies (WMB) in Q4 2018, closing a stake of 297,011 shares — an estimated $8.08M sold.

Patriot Wealth Management first reported a position in WMB in Q3 2016 and held it in 9 quarters. The position peaked at $8.44M in Q4 2017. 792 funds tracked by Wall St. Rank hold WMB as of Q4 2018.

Patriot Wealth Management reported no remaining Williams Companies position as of Q4 2018 after selling out during the quarter.
Patriot Wealth Management sold 297,011 Williams Companies shares in Q4 2018, an estimated $8.08M.
Patriot Wealth Management first reported a position in Williams Companies in Q3 2016 and held it in 9 quarters.
Patriot Wealth Management's Williams Companies position peaked at $8.44M in Q4 2017.
792 funds tracked by Wall St. Rank held Williams Companies as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.