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Coastline Trust’s Williams Companies WMB Stock Holding History

Coastline Trust’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
2024
Q4 		– Sell
-1,000
Closed -$45.6K – 454
2024
Q3 		$45.6K Buy
+1,000
New +$44K 0.01% 294
2018
Q4 		– Sell
-7,837
Closed -$213K – 334
2018
Q3 		$213K Buy
+7,837
New +$227K 0.03% 325

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coastline Trust's WMB Position: Q4 2024 in Review

Coastline Trust sold out of Williams Companies (WMB) in Q4 2024, closing a stake of 1,000 shares — an estimated $45.6K sold.

Coastline Trust first reported a position in WMB in Q3 2018 and held it in 2 quarters. The position peaked at $213K in Q3 2018. 1,519 funds tracked by Wall St. Rank hold WMB as of Q4 2024.

  • Coastline Trust reported no remaining Williams Companies position as of Q4 2024 after selling out during the quarter.
  • Coastline Trust sold 1,000 Williams Companies shares in Q4 2024, an estimated $45.6K.
  • Coastline Trust first reported a position in Williams Companies in Q3 2018 and held it in 2 quarters.
  • Coastline Trust's Williams Companies position peaked at $213K in Q3 2018.
  • 1,519 funds tracked by Wall St. Rank held Williams Companies as of Q4 2024.

Based on Coastline Trust's 13F filing for Q4 2024, filed 13 Feb 2025.