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williamsjones.com

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Investments

5

Portfolio Exits

4

Partners & Customers

1

About Williams Jones Investment Management

Williams Jones is an independent, employee-owned investment manager specializing in working with high-net-worth individuals and families and their related entities.

Williams Jones Investment Management Headquarter Location

717 5th Avenue

New York, New York, 10022,

United States

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Latest Williams Jones Investment Management News

Williams Jones & Associates LLC Buys 5,862 Shares of AT&T Inc. (T)

Jul 30, 2016

Tweet Williams Jones & Associates LLC raised its stake in shares of AT&T Inc. (NYSE:T) by 11.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 59,221 shares of the company’s stock after buying an additional 5,862 shares during the period. Williams Jones & Associates LLC’s holdings in AT&T were worth $2,320,000 as of its most recent SEC filing. Several other hedge funds have also recently bought and sold shares of T. RPg Family Wealth Advisory LLC raised its stake in AT&T by 61.0% in the first quarter. RPg Family Wealth Advisory LLC now owns 4,398 shares of the company’s stock worth $172,000 after buying an additional 1,666 shares in the last quarter. Continental Advisors LLC bought a new stake in shares of AT&T during the first quarter valued at approximately $200,000. Gateway Advisory LLC bought a new stake in shares of AT&T during the first quarter valued at approximately $239,000. Hilton Capital Management LLC raised its stake in shares of AT&T by 3.9% in the first quarter. Hilton Capital Management LLC now owns 7,113 shares of the company’s stock valued at $279,000 after buying an additional 270 shares during the period. Finally, Bristlecone Advisors LLC raised its stake in shares of AT&T by 6.2% in the first quarter. Bristlecone Advisors LLC now owns 7,160 shares of the company’s stock valued at $280,000 after buying an additional 420 shares during the period. AT&T Inc. (NYSE:T) traded up 1.67% on Friday, hitting $43.29. 25,245,687 shares of the company were exchanged. AT&T Inc. has a 52 week low of $30.97 and a 52 week high of $43.89. The company has a market capitalization of $266.32 billion and a P/E ratio of 18.65. The firm’s 50 day moving average is $42.13 and its 200 day moving average is $38.92. AT&T (NYSE:T) last issued its quarterly earnings results on Thursday, July 21st. The company reported $0.72 earnings per share (EPS) for the quarter, meeting the Zacks’ consensus estimate of $0.72. The company had revenue of $40.50 billion for the quarter, compared to analyst estimates of $40.75 billion. On average, equities research analysts forecast that AT&T Inc. will post $2.86 earnings per share for the current fiscal year. The business also recently declared a quarterly dividend, which will be paid on Monday, August 1st. Shareholders of record on Friday, July 8th will be paid a dividend of $0.48 per share. The ex-dividend date is Wednesday, July 6th. This represents a $1.92 dividend on an annualized basis and a yield of 4.44%. Several brokerages have commented on T. Morgan Stanley restated a “hold” rating and issued a $35.00 price objective on shares of AT&T in a report on Wednesday, April 27th. Vetr lowered shares of AT&T from a “hold” rating to a “sell” rating and set a $38.71 price objective for the company. in a report on Tuesday, June 21st. Barclays PLC restated a “buy” rating on shares of AT&T in a report on Sunday, July 17th. S&P Equity Research set a $46.00 price objective on shares of AT&T and gave the stock a “buy” rating in a report on Sunday, July 24th. Finally, Cowen and Company restated a “buy” rating and issued a $44.00 price objective (up from $41.00) on shares of AT&T in a report on Wednesday, April 27th. Two equities research analysts have rated the stock with a sell rating, eleven have issued a hold rating and seventeen have given a buy rating to the stock. AT&T presently has a consensus rating of “Buy” and an average target price of $41.12. In other AT&T news, CEO John T. Stankey sold 2,131 shares of the company’s stock in a transaction that occurred on Friday, July 22nd. The shares were sold at an average price of $43.38, for a total transaction of $92,442.78. Following the transaction, the chief executive officer now owns 13,583 shares in the company, valued at approximately $589,230.54. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website . AT&T Inc is a holding company. The Company offers communications and digital entertainment services in the United States and the world. It operates through four segments: Business Solutions, Entertainment Group, Consumer Mobility and International. The Business Solutions segment includes various categories, including wireless service, fixed strategic services, legacy voice and data services, other services and wireless equipment. Want to see what other hedge funds are holding T? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for AT&T Inc. (NYSE:T). Receive News & Ratings for AT&T Inc. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for AT&T Inc. and related companies with MarketBeat.com's FREE daily email newsletter . Comment on this Post

Williams Jones Investment Management Investments

5 Investments

Williams Jones Investment Management has made 5 investments. Their latest investment was in Cavium Networks as part of their Series C on June 6, 2003.

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Williams Jones Investment Management Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

6/20/2003

Series C

Cavium Networks

$18M

Yes

11/23/2000

Series B

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$99M

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0

4/11/2000

Series B

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$99M

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0

2/15/2000

Unattributed VC - II

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$99M

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0

5/10/1999

Series C

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$99M

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0

Date

6/20/2003

11/23/2000

4/11/2000

2/15/2000

5/10/1999

Round

Series C

Series B

Series B

Unattributed VC - II

Series C

Company

Cavium Networks

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Amount

$18M

$99M

$99M

$99M

$99M

New?

Yes

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Co-Investors

Sources

0

0

0

0

Williams Jones Investment Management Portfolio Exits

4 Portfolio Exits

Williams Jones Investment Management has 4 portfolio exits. Their latest portfolio exit was iBiquity Digital on September 03, 2015.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

9/3/2015

Acquired

$99M

1

5/2/2007

IPO

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$99M

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0

9/25/2000

IPO

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0

2/4/2000

IPO

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0

Date

9/3/2015

5/2/2007

9/25/2000

2/4/2000

Exit

Acquired

IPO

IPO

IPO

Companies

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Valuation

$99M

$99M

Acquirer

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Sources

1

0

0

0

Williams Jones Investment Management Partners & Customers

1 Partners and customers

Williams Jones Investment Management has 1 strategic partners and customers. Williams Jones Investment Management recently partnered with Focus Financial Partners on May 5, 2019.

Date

Type

Business Partner

Country

News Snippet

Sources

5/21/2019

Partner

Focus Financial Partners

United States

Williams, Jones & Associates to Join Focus as a New Partner Firm

NEW YORK , May 21 , 2019 -- Focus Financial Partners Inc. , a leading partnership of independent , fiduciary wealth management firms , announced today that Williams , Jones , an independent registered investment adviser with offices in New York City and Palm Beach , has entered into an agreement to join the Focus Financial Partners Inc. partnership .

1

Date

5/21/2019

Type

Partner

Business Partner

Focus Financial Partners

Country

United States

News Snippet

Williams, Jones & Associates to Join Focus as a New Partner Firm

NEW YORK , May 21 , 2019 -- Focus Financial Partners Inc. , a leading partnership of independent , fiduciary wealth management firms , announced today that Williams , Jones , an independent registered investment adviser with offices in New York City and Palm Beach , has entered into an agreement to join the Focus Financial Partners Inc. partnership .

Sources

1

Williams Jones Investment Management Team

15 Team Members

Williams Jones Investment Management has 15 team members, including current President, John Eager.

Name

Work History

Title

Status

John Eager

President

Current

Vance C Brown

Managing Director

Current

John B Cummings

Managing Director

Current

Hoa V Le

Managing Director

Current

James M. Lyon

Managing Director

Current

Name

John Eager

Vance C Brown

John B Cummings

Hoa V Le

James M. Lyon

Work History

Title

President

Managing Director

Managing Director

Managing Director

Managing Director

Status

Current

Current

Current

Current

Current

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