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WFG Advisors’s Williams Companies WMB Stock Holding History

WFG Advisors’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
Q2 		$264K Buy
8,717
+1,546
+22% +$46.1K 0.06% 306
2017
Q1 		$212K Buy
7,171
+4,175
+139% +$121K 0.06% 321
2016
Q4 		$93K Sell
2,996
-240
-7% -$7.23K 0.02% 538
2016
Q3 		$99K Buy
3,236
+262
+9% +$6.95K 0.02% 525
2016
Q2 		$64K Sell
2,974
-1
-0% -$20 0.02% 627
2016
Q1 		$48K Sell
2,975
-697
-19% -$12K 0.01% 677
2015
Q4 		$94K Sell
3,672
-905
-20% -$31.6K 0.03% 486
2015
Q3 		$169K Buy
4,577
+99
+2% +$4.93K 0.05% 325
2015
Q2 		$257K Buy
4,478
+215
+5% +$11.1K 0.07% 275
2015
Q1 		$216K Sell
4,263
-2,360
-36% -$109K 0.06% 331
2014
Q4 		$298K Buy
6,623
+1,071
+19% +$54.8K 0.06% 336
2014
Q3 		$307K Buy
5,552
+40
+0.7% +$2.3K 0.06% 352
2014
Q2 		$321K Buy
5,512
+47
+0.9% +$2.18K 0.06% 349
2014
Q1 		$222K Sell
5,465
-33,681
-86% -$1.36M 0.04% 409
2013
Q4 		$1.51M Buy
39,146
+453
+1% +$16.3K 0.21% 116
2013
Q3 		$1.41M Buy
38,693
+507
+1% +$17.8K 0.22% 112
2013
Q2 		$1.24M Buy
+38,186
New +$1.37M 0.21% 127

Other funds holding WMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

WFG Advisors's WMB Position: Q2 2017 in Review

WFG Advisors increased its Williams Companies (WMB) stake by 22% in Q2 2017, buying an estimated $46.1K and bringing the position to 8,717 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #306.

WFG Advisors first reported a position in WMB in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.51M in Q4 2013. 703 funds tracked by Wall St. Rank hold WMB as of Q2 2017.

  • WFG Advisors held 8,717 shares of Williams Companies worth $264K as of Q2 2017.
  • WFG Advisors bought 1,546 Williams Companies shares in Q2 2017, an estimated $46.1K.
  • Williams Companies made up 0.06% of WFG Advisors's portfolio in Q2 2017, its #306 holding.
  • WFG Advisors first reported a position in Williams Companies in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Williams Companies position peaked at $1.51M in Q4 2013.
  • 703 funds tracked by Wall St. Rank held Williams Companies as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.