Clarfeld Financial Advisors’s Williams Companies WMB Stock Holding History

Clarfeld 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
2018 Q4	$8K	Buy	+373	New	+$9.33K	0.01%	265

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

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

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

KACA

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

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

Clarfeld Financial Advisors's WMB Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Williams Companies (WMB) in Q4 2018: 373 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings.

792 funds tracked by Wall St. Rank hold WMB as of Q4 2018.

Clarfeld Financial Advisors held 373 shares of Williams Companies worth $8K as of Q4 2018.
Williams Companies was a new Clarfeld Financial Advisors position in Q4 2018.
Williams Companies made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #265 holding.
792 funds tracked by Wall St. Rank held Williams Companies as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.