TAM
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Tiverton Asset Management’s Williams Companies WMB Stock Holding History

Tiverton Asset Management’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
2018
Q1 		– Sell
-10,041
Closed -$306K – 548
2017
Q4 		$306K Buy
+10,041
New +$292K 0.02% 305

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Tiverton Asset Management's WMB Position: Q1 2018 in Review

Tiverton Asset Management sold out of Williams Companies (WMB) in Q1 2018, closing a stake of 10,041 shares — an estimated $306K sold.

Tiverton Asset Management first reported a position in WMB in Q4 2017 and held it in 1 quarter. The position peaked at $306K in Q4 2017. 722 funds tracked by Wall St. Rank hold WMB as of Q1 2018.

  • Tiverton Asset Management reported no remaining Williams Companies position as of Q1 2018 after selling out during the quarter.
  • Tiverton Asset Management sold 10,041 Williams Companies shares in Q1 2018, an estimated $306K.
  • Tiverton Asset Management first reported a position in Williams Companies in Q4 2017 and held it in 1 quarter.
  • Tiverton Asset Management's Williams Companies position peaked at $306K in Q4 2017.
  • 722 funds tracked by Wall St. Rank held Williams Companies as of Q1 2018.

Based on Tiverton Asset Management's 13F filing for Q1 2018, filed 8 May 2018.