DG
WMB icon

Delek Group’s Williams Companies WMB Stock Holding History

Delek Group’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
-199,000
Closed -$4.51M – 242
2018
Q4 		$4.51M Hold
199,000
– – 0.21% 126
2018
Q3 		$5.38M Hold
199,000
– – 0.23% 125
2018
Q2 		$5.39M Buy
+199,000
New +$5.25M 0.23% 125

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Delek Group's WMB Position: Q1 2019 in Review

Delek Group sold out of Williams Companies (WMB) in Q1 2019, closing a stake of 199,000 shares — an estimated $4.51M sold.

Delek Group first reported a position in WMB in Q2 2018 and held it in 3 quarters. The position peaked at $5.39M in Q2 2018. 833 funds tracked by Wall St. Rank hold WMB as of Q1 2019.

  • Delek Group reported no remaining Williams Companies position as of Q1 2019 after selling out during the quarter.
  • Delek Group sold 199,000 Williams Companies shares in Q1 2019, an estimated $4.51M.
  • Delek Group first reported a position in Williams Companies in Q2 2018 and held it in 3 quarters.
  • Delek Group's Williams Companies position peaked at $5.39M in Q2 2018.
  • 833 funds tracked by Wall St. Rank held Williams Companies as of Q1 2019.

Based on Delek Group's 13F filing for Q1 2019, filed 13 May 2019.