CA Family Wealth’s Williams Companies WMB Stock Holding History

CA Family 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
2020 Q1	–	Sell	-12,078	Closed	-$286K	–	133
2019 Q4	$286K	Buy	+12,078	New	+$277K	0.19%	74

Other funds holding WMB

BlackRock New York $5.72T 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CA Family Wealth's WMB Position: Q1 2020 in Review

CA Family Wealth sold out of Williams Companies (WMB) in Q1 2020, closing a stake of 12,078 shares — an estimated $286K sold.

CA Family Wealth first reported a position in WMB in Q4 2019 and held it in 1 quarter. The position peaked at $286K in Q4 2019. 792 funds tracked by Wall St. Rank hold WMB as of Q1 2020.

CA Family Wealth reported no remaining Williams Companies position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 12,078 Williams Companies shares in Q1 2020, an estimated $286K.
CA Family Wealth first reported a position in Williams Companies in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Williams Companies position peaked at $286K in Q4 2019.
792 funds tracked by Wall St. Rank held Williams Companies as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.