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Braun-Bostich & Associates’s Williams Companies WMB Stock Holding History

Braun-Bostich & Associates’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
Q3 		– Sell
-66
Closed -$1K – 345
2020
Q2 		$1K Hold
66
– – ﹤0.01% 312
2020
Q1 		$1K Hold
66
– – ﹤0.01% 293
2019
Q4 		$2K Buy
+66
New +$1.51K ﹤0.01% 298
2019
Q3 		– Sell
-66
Closed -$2K – 305
2019
Q2 		$2K Hold
66
– – ﹤0.01% 303
2019
Q1 		$2K Hold
66
– – ﹤0.01% 303
2018
Q4 		$1K Hold
66
– – ﹤0.01% 309
2018
Q3 		$2K Hold
66
– – ﹤0.01% 308
2018
Q2 		$2K Hold
66
– – ﹤0.01% 291
2018
Q1 		$2K Hold
66
– – ﹤0.01% 306
2017
Q4 		$2K Buy
+66
New +$1.92K ﹤0.01% 292

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Braun-Bostich & Associates's WMB Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of Williams Companies (WMB) in Q3 2020, closing a stake of 66 shares — an estimated $1K sold.

Braun-Bostich & Associates first reported a position in WMB in Q4 2017 and held it in 10 quarters. The position peaked at $2K in Q4 2019. 807 funds tracked by Wall St. Rank hold WMB as of Q3 2020.

  • Braun-Bostich & Associates reported no remaining Williams Companies position as of Q3 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 66 Williams Companies shares in Q3 2020, an estimated $1K.
  • Braun-Bostich & Associates first reported a position in Williams Companies in Q4 2017 and held it in 10 quarters.
  • Braun-Bostich & Associates's Williams Companies position peaked at $2K in Q4 2019.
  • 807 funds tracked by Wall St. Rank held Williams Companies as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.