Stanford Investment Group’s Williams Companies WMB Stock Holding History

Stanford Investment Group’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 Q1	–	Sell	-3,565	Closed	-$111K	–	304
2016 Q4	$111K	Hold	3,565	–	–	0.05%	83
2016 Q3	$110K	Hold	3,565	–	–	0.05%	91
2016 Q2	$77K	Hold	3,565	–	–	0.04%	109
2016 Q1	$57K	Hold	3,565	–	–	0.03%	126
2015 Q4	$92K	Hold	3,565	–	–	0.05%	90
2015 Q3	$131K	Hold	3,565	–	–	0.1%	70
2015 Q2	$205K	Hold	3,565	–	–	0.15%	49
2015 Q1	$180K	Hold	3,565	–	–	0.14%	55
2014 Q4	$160K	Buy	+3,565	New	+$182K	0.13%	61

Other funds holding WMB

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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

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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Stanford Investment Group's WMB Position: Q1 2017 in Review

Stanford Investment Group sold out of Williams Companies (WMB) in Q1 2017, closing a stake of 3,565 shares — an estimated $111K sold.

Stanford Investment Group first reported a position in WMB in Q4 2014 and held it in 9 quarters. The position peaked at $205K in Q2 2015. 701 funds tracked by Wall St. Rank hold WMB as of Q1 2017.

Stanford Investment Group reported no remaining Williams Companies position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 3,565 Williams Companies shares in Q1 2017, an estimated $111K.
Stanford Investment Group first reported a position in Williams Companies in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Williams Companies position peaked at $205K in Q2 2015.
701 funds tracked by Wall St. Rank held Williams Companies as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.