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DC Investments Management’s Williams Companies WMB Stock Holding History

DC Investments Management’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
Q2 		– Sell
-12,424
Closed -$357K – 371
2019
Q1 		$357K Buy
+12,424
New +$333K 0.23% 196
2018
Q1 		– Sell
-10,468
Closed -$319K – 339
2017
Q4 		$319K Buy
+10,468
New +$304K 0.13% 203

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

DC Investments Management's WMB Position: Q2 2019 in Review

DC Investments Management sold out of Williams Companies (WMB) in Q2 2019, closing a stake of 12,424 shares — an estimated $357K sold.

DC Investments Management first reported a position in WMB in Q4 2017 and held it in 2 quarters. The position peaked at $357K in Q1 2019. 836 funds tracked by Wall St. Rank hold WMB as of Q2 2019.

  • DC Investments Management reported no remaining Williams Companies position as of Q2 2019 after selling out during the quarter.
  • DC Investments Management sold 12,424 Williams Companies shares in Q2 2019, an estimated $357K.
  • DC Investments Management first reported a position in Williams Companies in Q4 2017 and held it in 2 quarters.
  • DC Investments Management's Williams Companies position peaked at $357K in Q1 2019.
  • 836 funds tracked by Wall St. Rank held Williams Companies as of Q2 2019.

Based on DC Investments Management's 13F filing for Q2 2019, filed 12 Aug 2019.