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Private Capital Management (Minnesota)’s Williams Companies WMB Stock Holding History

Private Capital Management (Minnesota)’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
Q3 		– Sell
-7,500
Closed -$227K – 173
2017
Q2 		$227K Sell
7,500
-1,200
-14% -$35.7K 0.25% 143
2017
Q1 		$258K Buy
8,700
+4,700
+118% +$136K 0.28% 142
2016
Q4 		$125K Sell
4,000
-900
-18% -$27.1K 0.14% 167
2016
Q3 		$151K Sell
4,900
-1,300
-21% -$34.5K 0.16% 165
2016
Q2 		$134K Hold
6,200
– – 0.13% 175
2016
Q1 		$100K Hold
6,200
– – 0.09% 180
2015
Q4 		$159K Buy
+6,200
New +$217K 0.15% 180

Other funds holding WMB

BlackRock
BlackRock New York $5.7T 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $1.47T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return