Truepoint Inc’s Williams Companies WMB Stock Holding History

Truepoint Inc’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 Q4	–	Sell	-7,410	Closed	-$222K	–	112
2017 Q3	$222K	Buy	+7,410	New	+$225K	0.02%	89

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Truepoint Inc's WMB Position: Q4 2017 in Review

Truepoint Inc sold out of Williams Companies (WMB) in Q4 2017, closing a stake of 7,410 shares — an estimated $222K sold.

Truepoint Inc first reported a position in WMB in Q3 2017 and held it in 1 quarter. The position peaked at $222K in Q3 2017. 731 funds tracked by Wall St. Rank hold WMB as of Q4 2017.

Truepoint Inc reported no remaining Williams Companies position as of Q4 2017 after selling out during the quarter.
Truepoint Inc sold 7,410 Williams Companies shares in Q4 2017, an estimated $222K.
Truepoint Inc first reported a position in Williams Companies in Q3 2017 and held it in 1 quarter.
Truepoint Inc's Williams Companies position peaked at $222K in Q3 2017.
731 funds tracked by Wall St. Rank held Williams Companies as of Q4 2017.

Based on Truepoint Inc's 13F filing for Q4 2017, filed 5 Feb 2018.