Clal Insurance’s Williams Companies WMB Stock Holding History

Clal Insurance’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 Q1	–	Sell	-12,000	Closed	-$265K	–	113
2018 Q4	$265K	Hold	12,000	–	–	0.01%	91
2018 Q3	$326K	Hold	12,000	–	–	0.01%	81
2018 Q2	$325K	Buy	12,000 +9,800	+445%	+$258K	0.01%	71
2018 Q1	$55K	Buy	+2,200	New	+$64.9K	﹤0.01%	69

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Clal Insurance's WMB Position: Q1 2019 in Review

Clal Insurance sold out of Williams Companies (WMB) in Q1 2019, closing a stake of 12,000 shares — an estimated $265K sold.

Clal Insurance first reported a position in WMB in Q1 2018 and held it in 4 quarters. The position peaked at $326K in Q3 2018. 833 funds tracked by Wall St. Rank hold WMB as of Q1 2019.

Clal Insurance reported no remaining Williams Companies position as of Q1 2019 after selling out during the quarter.
Clal Insurance sold 12,000 Williams Companies shares in Q1 2019, an estimated $265K.
Clal Insurance first reported a position in Williams Companies in Q1 2018 and held it in 4 quarters.
Clal Insurance's Williams Companies position peaked at $326K in Q3 2018.
833 funds tracked by Wall St. Rank held Williams Companies as of Q1 2019.

Based on Clal Insurance's 13F filing for Q1 2019, filed 14 May 2019.