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YHB Investment Advisors’s Williams Companies WMB Stock Holding History

YHB Investment 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
2015
Q4 		– Sell
-6,337
Closed -$234K – 166
2015
Q3 		$234K Sell
6,337
-1,000
-14% -$49.8K 0.06% 146
2015
Q2 		$421K Sell
7,337
-200
-3% -$10.3K 0.09% 129
2015
Q1 		$381K Sell
7,537
-370
-5% -$17.2K 0.09% 134
2014
Q4 		$355K Sell
7,907
-600
-7% -$30.7K 0.08% 132
2014
Q3 		$471K Sell
8,507
-700
-8% -$40.2K 0.11% 123
2014
Q2 		$536K Sell
9,207
-150
-2% -$6.95K 0.13% 115
2014
Q1 		$380K Hold
9,357
– – 0.1% 127
2013
Q4 		$361K Buy
9,357
+2,000
+27% +$71.9K 0.1% 127
2013
Q3 		$268K Sell
7,357
-1,000
-12% -$35K 0.08% 130
2013
Q2 		$271K Buy
+8,357
New +$301K 0.08% 130

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

YHB Investment Advisors's WMB Position: Q4 2015 in Review

YHB Investment Advisors sold out of Williams Companies (WMB) in Q4 2015, closing a stake of 6,337 shares — an estimated $234K sold.

YHB Investment Advisors first reported a position in WMB in Q2 2013 and held it in 10 quarters. The position peaked at $536K in Q2 2014. 692 funds tracked by Wall St. Rank hold WMB as of Q4 2015.

  • YHB Investment Advisors reported no remaining Williams Companies position as of Q4 2015 after selling out during the quarter.
  • YHB Investment Advisors sold 6,337 Williams Companies shares in Q4 2015, an estimated $234K.
  • YHB Investment Advisors first reported a position in Williams Companies in Q2 2013 and held it in 10 quarters.
  • YHB Investment Advisors's Williams Companies position peaked at $536K in Q2 2014.
  • 692 funds tracked by Wall St. Rank held Williams Companies as of Q4 2015.

Based on YHB Investment Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.