Taylor Wealth Management Partners’s Williams Companies WMB Stock Holding History

Taylor Wealth Management Partners’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
2016 Q3	–	Sell	-4,500	Closed	-$97K	–	164
2016 Q2	$97K	Hold	4,500	–	–	0.04%	70
2016 Q1	$72K	Hold	4,500	–	–	0.03%	73
2015 Q4	$116K	Sell	4,500 -830	-16%	-$29K	0.05%	57
2015 Q3	$196K	Buy	5,330 +180	+3%	+$8.96K	0.09%	45
2015 Q2	$296K	Sell	5,150 -168,440	-97%	-$8.68M	0.09%	44
2015 Q1	$8.78M	Buy	+173,590	New	+$8.05M	2.75%	15

Other funds holding WMB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Taylor Wealth Management Partners's WMB Position: Q3 2016 in Review

Taylor Wealth Management Partners sold out of Williams Companies (WMB) in Q3 2016, closing a stake of 4,500 shares — an estimated $97K sold.

Taylor Wealth Management Partners first reported a position in WMB in Q1 2015 and held it in 6 quarters. The position peaked at $8.78M in Q1 2015. 645 funds tracked by Wall St. Rank hold WMB as of Q3 2016.

Taylor Wealth Management Partners reported no remaining Williams Companies position as of Q3 2016 after selling out during the quarter.
Taylor Wealth Management Partners sold 4,500 Williams Companies shares in Q3 2016, an estimated $97K.
Taylor Wealth Management Partners first reported a position in Williams Companies in Q1 2015 and held it in 6 quarters.
Taylor Wealth Management Partners's Williams Companies position peaked at $8.78M in Q1 2015.
645 funds tracked by Wall St. Rank held Williams Companies as of Q3 2016.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2016, filed 26 Oct 2016.