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Regal Investment Advisors’s Williams Companies WMB Stock Holding History

Regal Investment Advisors’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
2014
Q4 		– Sell
-2,000
Closed -$111K – 1008
2014
Q3 		$111K Hold
2,000
– – 0.03% 292
2014
Q2 		$116K Hold
2,000
– – 0.04% 261
2014
Q1 		$81K Hold
2,000
– – 0.03% 289
2013
Q4 		$77K Sell
2,000
-84
-4% -$3.02K 0.04% 239
2013
Q3 		$76K Hold
2,084
– – 0.04% 262
2013
Q2 		$68K Buy
+2,084
New +$75K 0.04% 270

Other funds holding WMB

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return

Regal Investment Advisors's WMB Position: Q4 2014 in Review

Regal Investment Advisors sold out of Williams Companies (WMB) in Q4 2014, closing a stake of 2,000 shares — an estimated $111K sold.

Regal Investment Advisors first reported a position in WMB in Q2 2013 and held it in 6 quarters. The position peaked at $116K in Q2 2014. 809 funds tracked by Wall St. Rank hold WMB as of Q4 2014.

  • Regal Investment Advisors reported no remaining Williams Companies position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 2,000 Williams Companies shares in Q4 2014, an estimated $111K.
  • Regal Investment Advisors first reported a position in Williams Companies in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's Williams Companies position peaked at $116K in Q2 2014.
  • 809 funds tracked by Wall St. Rank held Williams Companies as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.