Destination Wealth Management’s Williams Companies WMB Stock Holding History

Destination Wealth 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 Q3	–	Sell	-3,390	Closed	-$95K	–	512
2019 Q2	$95K	Sell	3,390 -396	-10%	-$11K	0.01%	191
2019 Q1	$109K	Buy	3,786 +7	+0.2%	+$188	0.01%	181
2018 Q4	$83K	Buy	3,779 +469	+14%	+$11.7K	0.01%	200
2018 Q3	$90K	Buy	3,310 +3,260	+6,520%	+$94.6K	0.01%	213
2018 Q2	$1K	Buy	+50	New	+$1.32K	﹤0.01%	497
2015 Q3	–	Sell	-5,198	Closed	-$298K	–	223
2015 Q2	$298K	Buy	+5,198	New	+$268K	0.02%	203

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 $3.38T AUM 44.17% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

KACA

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

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

Destination Wealth Management's WMB Position: Q3 2019 in Review

Destination Wealth Management sold out of Williams Companies (WMB) in Q3 2019, closing a stake of 3,390 shares — an estimated $95K sold.

Destination Wealth Management first reported a position in WMB in Q2 2015 and held it in 6 quarters. The position peaked at $298K in Q2 2015. 816 funds tracked by Wall St. Rank hold WMB as of Q3 2019.

Destination Wealth Management reported no remaining Williams Companies position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 3,390 Williams Companies shares in Q3 2019, an estimated $95K.
Destination Wealth Management first reported a position in Williams Companies in Q2 2015 and held it in 6 quarters.
Destination Wealth Management's Williams Companies position peaked at $298K in Q2 2015.
816 funds tracked by Wall St. Rank held Williams Companies as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.