Boston Financial Management’s Williams Companies WMB Stock Holding History

Boston Financial 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
2020 Q4	–	Sell	-12,011	Closed	-$236K	–	241
2020 Q3	$236K	Hold	12,011	–	–	0.01%	224
2020 Q2	$228K	Hold	12,011	–	–	0.01%	220
2020 Q1	$170K	Hold	12,011	–	–	0.01%	241
2019 Q4	$285K	Hold	12,011	–	–	0.02%	214
2019 Q3	$289K	Hold	12,011	–	–	0.02%	221
2019 Q2	$337K	Hold	12,011	–	–	0.02%	214
2019 Q1	$345K	Hold	12,011	–	–	0.02%	213
2018 Q4	$265K	Hold	12,011	–	–	0.02%	230
2018 Q3	$327K	Buy	+12,011	New	+$349K	0.02%	243

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Financial Management's WMB Position: Q4 2020 in Review

Boston Financial Management sold out of Williams Companies (WMB) in Q4 2020, closing a stake of 12,011 shares — an estimated $236K sold.

Boston Financial Management first reported a position in WMB in Q3 2018 and held it in 9 quarters. The position peaked at $345K in Q1 2019. 867 funds tracked by Wall St. Rank hold WMB as of Q4 2020.

Boston Financial Management reported no remaining Williams Companies position as of Q4 2020 after selling out during the quarter.
Boston Financial Management sold 12,011 Williams Companies shares in Q4 2020, an estimated $236K.
Boston Financial Management first reported a position in Williams Companies in Q3 2018 and held it in 9 quarters.
Boston Financial Management's Williams Companies position peaked at $345K in Q1 2019.
867 funds tracked by Wall St. Rank held Williams Companies as of Q4 2020.

Based on Boston Financial Management's 13F filing for Q4 2020, filed 10 Feb 2021.