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WMB icon

Wealthfront’s Williams Companies WMB Stock Holding History

Wealthfront’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
Q3 		$909K Buy
33,445
+4,050
+14% +$118K 0.01% 272
2018
Q2 		$797K Sell
29,395
-3,946
-12% -$104K 0.01% 300
2018
Q1 		$829K Buy
33,341
+16,487
+98% +$486K 0.01% 289
2017
Q4 		$514K Sell
16,854
-17,667
-51% -$514K 0.01% 355
2017
Q3 		$1.04M Sell
34,521
-8,605
-20% -$262K 0.01% 192
2017
Q2 		$1.31M Buy
43,126
+21,778
+102% +$649K 0.02% 125
2017
Q1 		$632K Buy
21,348
+3,511
+20% +$102K 0.01% 188
2016
Q4 		$555K Buy
17,837
+1,045
+6% +$31.5K 0.01% 181
2016
Q3 		$516K Buy
16,792
+1,374
+9% +$36.5K 0.01% 177
2016
Q2 		$333K Buy
15,418
+4,653
+43% +$93.4K 0.01% 239
2016
Q1 		$173K Buy
+10,765
New +$185K 0.01% 328
2015
Q4 		– Sell
-5,266
Closed -$194K – 1075
2015
Q3 		$194K Sell
5,266
-819
-13% -$40.8K 0.01% 283
2015
Q2 		$349K Buy
6,085
+86
+1% +$4.43K 0.01% 166
2015
Q1 		$303K Buy
5,999
+2,627
+78% +$122K 0.01% 156
2014
Q4 		$152K Sell
3,372
-613
-15% -$31.3K 0.01% 274
2014
Q3 		$221K Buy
3,985
+1,107
+38% +$63.6K 0.02% 138
2014
Q2 		$167K Buy
2,878
+621
+28% +$28.8K 0.01% 128
2014
Q1 		$93K Buy
+2,257
New +$91.4K 0.01% 138

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Wealthfront's WMB Position: Q3 2018 in Review

Wealthfront increased its Williams Companies (WMB) stake by 14% in Q3 2018, buying an estimated $118K and bringing the position to 33,445 shares worth $909K. The position accounts for 0.01% of the portfolio, ranked #272.

Wealthfront first reported a position in WMB in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.31M in Q2 2017. 838 funds tracked by Wall St. Rank hold WMB as of Q3 2018.

  • Wealthfront held 33,445 shares of Williams Companies worth $909K as of Q3 2018.
  • Wealthfront bought 4,050 Williams Companies shares in Q3 2018, an estimated $118K.
  • Williams Companies made up 0.01% of Wealthfront's portfolio in Q3 2018, its #272 holding.
  • Wealthfront first reported a position in Williams Companies in Q1 2014 and has held it in 18 quarters since.
  • Wealthfront's Williams Companies position peaked at $1.31M in Q2 2017.
  • 838 funds tracked by Wall St. Rank held Williams Companies as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.