Whitney & Co’s Williams Companies WMB Stock Holding History

Whitney & Co’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 Q4	–	Sell	-835	Closed	-$21K	–	473
2018 Q3	$21K	Buy	+835	New	+$24.2K	0.01%	242

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Whitney & Co's WMB Position: Q4 2018 in Review

Whitney & Co sold out of Williams Companies (WMB) in Q4 2018, closing a stake of 835 shares — an estimated $21K sold.

Whitney & Co first reported a position in WMB in Q3 2018 and held it in 1 quarter. The position peaked at $21K in Q3 2018. 792 funds tracked by Wall St. Rank hold WMB as of Q4 2018.

Whitney & Co reported no remaining Williams Companies position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 835 Williams Companies shares in Q4 2018, an estimated $21K.
Whitney & Co first reported a position in Williams Companies in Q3 2018 and held it in 1 quarter.
Whitney & Co's Williams Companies position peaked at $21K in Q3 2018.
792 funds tracked by Wall St. Rank held Williams Companies as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.