1NWS
WMB icon

1 North Wealth Services’s Williams Companies WMB Stock Holding History

1 North Wealth Services’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
2019
Q4 		$22K Hold
937
– – 0.01% 145
2019
Q3 		$23K Buy
+937
New +$23.6K 0.02% 109
2019
Q1 		$44K Buy
1,539
+71
+5% +$1.9K 0.03% 74
2018
Q4 		$32K Buy
+1,468
New +$36.7K 0.03% 84

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

1 North Wealth Services's WMB Position: Q4 2019 in Review

1 North Wealth Services held its Williams Companies (WMB) position steady in Q4 2019 at 937 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #145.

1 North Wealth Services first reported a position in WMB in Q4 2018 and has held it in 4 quarters since. The position peaked at $44K in Q1 2019. 842 funds tracked by Wall St. Rank hold WMB as of Q4 2019.

  • 1 North Wealth Services held 937 shares of Williams Companies worth $22K as of Q4 2019.
  • 1 North Wealth Services left its Williams Companies share count unchanged in Q4 2019.
  • Williams Companies made up 0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #145 holding.
  • 1 North Wealth Services first reported a position in Williams Companies in Q4 2018 and has held it in 4 quarters since.
  • 1 North Wealth Services's Williams Companies position peaked at $44K in Q1 2019.
  • 842 funds tracked by Wall St. Rank held Williams Companies as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.