Accurate Investment Solutions’s Williams Companies WMB Stock Holding History

Accurate Investment Solutions’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
2020 Q2	–	Sell	-9,315	Closed	-$132K	–	400
2020 Q1	$132K	Buy	9,315 +8,785	+1,658%	+$170K	0.11%	120
2019 Q4	$13K	Hold	530	–	–	0.01%	260
2019 Q3	$13K	Hold	530	–	–	0.01%	221
2019 Q2	$15K	Hold	530	–	–	0.01%	196
2019 Q1	$15K	Hold	530	–	–	0.01%	181
2018 Q4	$12K	Hold	530	–	–	0.01%	190
2018 Q3	$14K	Hold	530	–	–	0.01%	208
2018 Q2	$14K	Hold	530	–	–	0.01%	230
2018 Q1	$13K	Hold	530	–	–	0.01%	231
2017 Q4	$16K	Hold	530	–	–	0.01%	219
2017 Q3	$16K	Hold	530	–	–	0.01%	228
2017 Q2	$16K	Hold	530	–	–	0.01%	199
2017 Q1	$16K	Hold	530	–	–	0.01%	183
2016 Q4	$17K	Sell	530 -241	-31%	-$7.26K	0.02%	187
2016 Q3	$24K	Buy	771 +2	+0.3%	+$53	0.02%	158
2016 Q2	$17K	Hold	769	–	–	0.02%	170
2016 Q1	$12K	Buy	769 +10	+1%	+$172	0.01%	267
2015 Q4	$20K	Buy	+759	New	+$26.5K	0.02%	168

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Accurate Investment Solutions's WMB Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Williams Companies (WMB) in Q2 2020, closing a stake of 9,315 shares — an estimated $132K sold.

Accurate Investment Solutions first reported a position in WMB in Q4 2015 and held it in 18 quarters. The position peaked at $132K in Q1 2020. 785 funds tracked by Wall St. Rank hold WMB as of Q2 2020.

Accurate Investment Solutions reported no remaining Williams Companies position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 9,315 Williams Companies shares in Q2 2020, an estimated $132K.
Accurate Investment Solutions first reported a position in Williams Companies in Q4 2015 and held it in 18 quarters.
Accurate Investment Solutions's Williams Companies position peaked at $132K in Q1 2020.
785 funds tracked by Wall St. Rank held Williams Companies as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.