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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Camarda Financial Advisors's WMB Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Williams Companies (WMB) in Q3 2019, closing a stake of 280 shares — an estimated $8K sold.

Camarda Financial Advisors first reported a position in WMB in Q4 2017 and held it in 6 quarters. The position peaked at $113K in Q3 2018. 816 funds tracked by Wall St. Rank hold WMB as of Q3 2019.

Camarda Financial Advisors reported no remaining Williams Companies position as of Q3 2019 after selling out during the quarter.
Camarda Financial Advisors sold 280 Williams Companies shares in Q3 2019, an estimated $8K.
Camarda Financial Advisors first reported a position in Williams Companies in Q4 2017 and held it in 6 quarters.
Camarda Financial Advisors's Williams Companies position peaked at $113K in Q3 2018.
816 funds tracked by Wall St. Rank held Williams Companies as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.