Beacon Pointe Wealth Advisors’s Williams Companies WMB Stock Holding History

Beacon Pointe Wealth Advisors’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	$315K	Buy	13,297 +310	+2%	+$7.1K	0.06%	210
2019 Q3	$312K	Sell	12,987 -4,225	-25%	-$107K	0.07%	210
2019 Q2	$483K	Hold	17,212	–	–	0.1%	163
2019 Q1	$495K	Buy	17,212 +4,225	+33%	+$113K	0.11%	151
2018 Q4	$286K	Buy	+12,987	New	+$325K	0.1%	174

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Wealth Advisors's WMB Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Williams Companies (WMB) stake by 2.4% in Q4 2019, buying an estimated $7.1K and bringing the position to 13,297 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #210.

Beacon Pointe Wealth Advisors first reported a position in WMB in Q4 2018 and has held it in 5 quarters since. The position peaked at $495K in Q1 2019. 842 funds tracked by Wall St. Rank hold WMB as of Q4 2019.

Beacon Pointe Wealth Advisors held 13,297 shares of Williams Companies worth $315K as of Q4 2019.
Beacon Pointe Wealth Advisors bought 310 Williams Companies shares in Q4 2019, an estimated $7.1K.
Williams Companies made up 0.06% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #210 holding.
Beacon Pointe Wealth Advisors first reported a position in Williams Companies in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's Williams Companies position peaked at $495K in Q1 2019.
842 funds tracked by Wall St. Rank held Williams Companies as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.