AG
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Advisor Group’s Williams Companies WMB Stock Holding History

Advisor Group’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 		$956K Sell
40,302
-4,225
-9% -$96.8K 0.01% 1221
2019
Q3 		$1.07M Sell
44,527
-5,484
-11% -$138K 0.01% 1100
2019
Q2 		$1.4M Buy
50,011
+1,731
+4% +$48.1K 0.01% 929
2019
Q1 		$1.39M Sell
48,280
-85,269
-64% -$2.29M 0.01% 895
2018
Q4 		$2.94M Buy
133,549
+72,620
+119% +$1.82M 0.03% 482
2018
Q3 		$1.66M Buy
60,929
+15,676
+35% +$455K 0.02% 725
2018
Q2 		$1.23M Buy
45,253
+2,980
+7% +$78.6K 0.02% 760
2018
Q1 		$1.05M Sell
42,273
-12,566
-23% -$371K 0.01% 835
2017
Q4 		$1.67M Buy
54,839
+8,520
+18% +$248K 0.02% 628
2017
Q3 		$1.39M Sell
46,319
-2,051
-4% -$62.4K 0.02% 653
2017
Q2 		$1.46M Sell
48,370
-510
-1% -$15.2K 0.03% 587
2017
Q1 		$1.45M Buy
48,880
+2,517
+5% +$72.8K 0.03% 564
2016
Q4 		$1.44M Buy
46,363
+9,896
+27% +$298K 0.03% 520
2016
Q3 		$1.12M Sell
36,467
-671
-2% -$17.8K 0.03% 596
2016
Q2 		$800K Buy
+37,138
New +$746K 0.02% 703

Other funds holding WMB

BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return