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 $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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Franklin Resources

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

ClearBridge Investments

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

JP Morgan Chase

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