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Capital Wealth Alliance’s Williams Companies WMB Stock Holding History

Capital Wealth Alliance’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
-227
Closed -$5K – 349
2019
Q4 		$5K Buy
+227
New +$5.2K ﹤0.01% 250

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
JP Morgan Chase
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Wealth Alliance's WMB Position: Q1 2020 in Review

Capital Wealth Alliance sold out of Williams Companies (WMB) in Q1 2020, closing a stake of 227 shares — an estimated $5K sold.

Capital Wealth Alliance first reported a position in WMB in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 792 funds tracked by Wall St. Rank hold WMB as of Q1 2020.

  • Capital Wealth Alliance reported no remaining Williams Companies position as of Q1 2020 after selling out during the quarter.
  • Capital Wealth Alliance sold 227 Williams Companies shares in Q1 2020, an estimated $5K.
  • Capital Wealth Alliance first reported a position in Williams Companies in Q4 2019 and held it in 1 quarter.
  • Capital Wealth Alliance's Williams Companies position peaked at $5K in Q4 2019.
  • 792 funds tracked by Wall St. Rank held Williams Companies as of Q1 2020.

Based on Capital Wealth Alliance's 13F filing for Q1 2020, filed 28 Apr 2020.