SIAP
WMB icon

Sterling Investment Advisors (Pennsylvania)’s Williams Companies WMB Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-200
Closed -$6K – 375
2017
Q2 		$6K Hold
200
– – ﹤0.01% 317
2017
Q1 		$6K Hold
200
– – ﹤0.01% 299
2016
Q4 		$6K Buy
+200
New +$6.03K ﹤0.01% 268

Other funds holding WMB

BlackRock
BlackRock New York $5.72T 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 $871B 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 $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s WMB Position: Q3 2017 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Williams Companies (WMB) in Q3 2017, closing a stake of 200 shares — an estimated $6K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in WMB in Q4 2016 and held it in 3 quarters. The position peaked at $6K in Q2 2017. 706 funds tracked by Wall St. Rank hold WMB as of Q3 2017.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Williams Companies position as of Q3 2017 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 200 Williams Companies shares in Q3 2017, an estimated $6K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Williams Companies in Q4 2016 and held it in 3 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Williams Companies position peaked at $6K in Q2 2017.
  • 706 funds tracked by Wall St. Rank held Williams Companies as of Q3 2017.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2017, filed 3 Nov 2017.