CFA
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Camarda Financial Advisors’s Williams Companies WMB Stock Holding History

Camarda Financial Advisors’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
Q3 		– Sell
-280
Closed -$8K – 462
2019
Q2 		$8K Buy
280
+199
+246% +$5.53K 0.02% 171
2019
Q1 		$2K Buy
+81
New +$2.17K ﹤0.01% 385
2018
Q4 		– Sell
-4,163
Closed -$113K – 243
2018
Q3 		$113K Buy
4,163
+3,488
+517% +$101K 0.13% 82
2018
Q2 		$18K Hold
675
– – 0.02% 155
2018
Q1 		$17K Hold
675
– – 0.02% 142
2017
Q4 		$21K Buy
+675
New +$19.6K 0.03% 139

Other funds holding WMB

BlackRock
BlackRock New York $5.7T 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return