Alpha Omega Wealth Management’s Williams Companies WMB Stock Holding History

Alpha Omega Wealth Management’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 Q3	–	Sell	-700	Closed	-$20K	–	553
2019 Q2	$20K	Hold	700	–	–	0.01%	368
2019 Q1	$20K	Hold	700	–	–	0.01%	350
2018 Q4	$15K	Hold	700	–	–	0.01%	335
2018 Q3	$19K	Hold	700	–	–	0.01%	321
2018 Q2	$19K	Hold	700	–	–	0.01%	321
2018 Q1	$17K	Hold	700	–	–	0.01%	306
2017 Q4	$21K	Hold	700	–	–	0.01%	289
2017 Q3	$21K	Hold	700	–	–	0.01%	297
2017 Q2	$21K	Hold	700	–	–	0.01%	289
2017 Q1	$21K	Hold	700	–	–	0.01%	288
2016 Q4	$22K	Buy	+700	New	+$21.1K	0.01%	281

Other funds holding WMB

BlackRock New York $5.7T 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

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Franklin Resources

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

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