Ameritas Investment Company’s Williams Companies WMB Stock Holding History

Ameritas Investment Company’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
2021 Q2	–	Sell	-14,589	Closed	-$346K	–	2082
2021 Q1	$346K	Buy	+14,589	New	+$331K	0.03%	432
2020 Q2	–	Sell	-156	Closed	-$2K	–	1593
2020 Q1	$2K	Buy	156 +102	+189%	+$1.98K	﹤0.01%	1605
2019 Q4	$1K	Hold	54	–	–	﹤0.01%	836
2019 Q3	$1K	Buy	+54	New	+$1.36K	﹤0.01%	1599
2019 Q2	–	Sell	-102	Closed	-$3K	–	879
2019 Q1	$3K	Buy	+102	New	+$2.73K	﹤0.01%	833

Other funds holding WMB

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Ameritas Investment Company's WMB Position: Q2 2021 in Review

Ameritas Investment Company sold out of Williams Companies (WMB) in Q2 2021, closing a stake of 14,589 shares — an estimated $346K sold.

Ameritas Investment Company first reported a position in WMB in Q1 2019 and held it in 5 quarters. The position peaked at $346K in Q1 2021. 952 funds tracked by Wall St. Rank hold WMB as of Q2 2021.

Ameritas Investment Company reported no remaining Williams Companies position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 14,589 Williams Companies shares in Q2 2021, an estimated $346K.
Ameritas Investment Company first reported a position in Williams Companies in Q1 2019 and held it in 5 quarters.
Ameritas Investment Company's Williams Companies position peaked at $346K in Q1 2021.
952 funds tracked by Wall St. Rank held Williams Companies as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.