BBA
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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

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Vanguard Group
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State Street
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Dodge & Cox
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return