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Brandywine Oak Private Wealth’s Williams Companies WMB Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-650
Closed -$14K – 635
2018
Q4 		$14K Buy
+650
New +$16.3K ﹤0.01% 478

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Brandywine Oak Private Wealth's WMB Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Williams Companies (WMB) in Q1 2019, closing a stake of 650 shares — an estimated $14K sold.

Brandywine Oak Private Wealth first reported a position in WMB in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 832 funds tracked by Wall St. Rank hold WMB as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Williams Companies position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 650 Williams Companies shares in Q1 2019, an estimated $14K.
  • Brandywine Oak Private Wealth first reported a position in Williams Companies in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Williams Companies position peaked at $14K in Q4 2018.
  • 832 funds tracked by Wall St. Rank held Williams Companies as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.