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Capital Investment Advisory Services’s Williams Companies WMB Stock Holding History

Capital Investment Advisory Services’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
Q4 		– Sell
-1,060
Closed -$26K – 1256
2019
Q3 		$26K Sell
1,060
-200
-16% -$5.04K 0.01% 740
2019
Q2 		$35K Sell
1,260
-2,550
-67% -$70.9K 0.01% 635
2019
Q1 		$109K Sell
3,810
-673
-15% -$18K 0.04% 314
2018
Q4 		$99K Buy
+4,483
New +$112K 0.04% 306

Other funds holding WMB

BlackRock
BlackRock New York $5.72T 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Investment Advisory Services's WMB Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Williams Companies (WMB) in Q4 2019, closing a stake of 1,060 shares — an estimated $26K sold.

Capital Investment Advisory Services first reported a position in WMB in Q4 2018 and held it in 4 quarters. The position peaked at $109K in Q1 2019. 842 funds tracked by Wall St. Rank hold WMB as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Williams Companies position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,060 Williams Companies shares in Q4 2019, an estimated $26K.
  • Capital Investment Advisory Services first reported a position in Williams Companies in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Williams Companies position peaked at $109K in Q1 2019.
  • 842 funds tracked by Wall St. Rank held Williams Companies as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.