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WBH Advisory’s Williams Companies WMB Stock Holding History

WBH Advisory’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
Q1 		– Sell
-8,925
Closed -$229 – 206
2015
Q4 		$229 Sell
8,925
-2,425
-21% -$84.7K 0.08% 178
2015
Q3 		$418K Sell
11,350
-175
-2% -$8.71K 0.17% 125
2015
Q2 		$661K Sell
11,525
-75
-0.6% -$3.86K 0.26% 96
2015
Q1 		$586 Sell
11,600
-1,600
-12% -$74.2K 0.16% 107
2014
Q4 		$593K Sell
13,200
-1,100
-8% -$56.2K 0.22% 103
2014
Q3 		$791K Sell
14,300
-100
-0.7% -$5.75K 0.28% 80
2014
Q2 		$838K Buy
14,400
+2,025
+16% +$93.9K 0.32% 80
2014
Q1 		$502K Buy
12,375
+6,175
+100% +$250K 0.2% 119
2013
Q4 		$239K Buy
+6,200
New +$223K 0.1% 187

Other funds holding WMB

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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WBH Advisory's WMB Position: Q1 2016 in Review

WBH Advisory sold out of Williams Companies (WMB) in Q1 2016, closing a stake of 8,925 shares — an estimated $229 sold.

WBH Advisory first reported a position in WMB in Q4 2013 and held it in 9 quarters. The position peaked at $838K in Q2 2014. 605 funds tracked by Wall St. Rank hold WMB as of Q1 2016.

  • WBH Advisory reported no remaining Williams Companies position as of Q1 2016 after selling out during the quarter.
  • WBH Advisory sold 8,925 Williams Companies shares in Q1 2016, an estimated $229.
  • WBH Advisory first reported a position in Williams Companies in Q4 2013 and held it in 9 quarters.
  • WBH Advisory's Williams Companies position peaked at $838K in Q2 2014.
  • 605 funds tracked by Wall St. Rank held Williams Companies as of Q1 2016.

Based on WBH Advisory's 13F filing for Q1 2016, filed 15 Apr 2016.