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Biltmore Wealth Management’s Williams Companies WMB Stock Holding History

Biltmore 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
Q2 		– Sell
-15,603
Closed -$448K – 58
2019
Q1 		$448K Buy
+15,603
New +$418K 0.24% 36

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State Street
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TCA
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HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
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

Biltmore Wealth Management's WMB Position: Q2 2019 in Review

Biltmore Wealth Management sold out of Williams Companies (WMB) in Q2 2019, closing a stake of 15,603 shares — an estimated $448K sold.

Biltmore Wealth Management first reported a position in WMB in Q1 2019 and held it in 1 quarter. The position peaked at $448K in Q1 2019. 836 funds tracked by Wall St. Rank hold WMB as of Q2 2019.

  • Biltmore Wealth Management reported no remaining Williams Companies position as of Q2 2019 after selling out during the quarter.
  • Biltmore Wealth Management sold 15,603 Williams Companies shares in Q2 2019, an estimated $448K.
  • Biltmore Wealth Management first reported a position in Williams Companies in Q1 2019 and held it in 1 quarter.
  • Biltmore Wealth Management's Williams Companies position peaked at $448K in Q1 2019.
  • 836 funds tracked by Wall St. Rank held Williams Companies as of Q2 2019.

Based on Biltmore Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.