Enlightenment Research’s Williams Companies WMB Stock Holding History

Enlightenment Research’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
2020 Q4	–	Sell	-20,400	Closed	-$401K	–	132
2020 Q3	$401K	Buy	+20,400	New	+$415K	1.19%	28
2019 Q3	–	Sell	-25,400	Closed	-$720K	–	283
2019 Q2	$720K	Buy	+25,400	New	+$706K	0.37%	75

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Enlightenment Research's WMB Position: Q4 2020 in Review

Enlightenment Research sold out of Williams Companies (WMB) in Q4 2020, closing a stake of 20,400 shares — an estimated $401K sold.

Enlightenment Research first reported a position in WMB in Q2 2019 and held it in 2 quarters. The position peaked at $720K in Q2 2019. 866 funds tracked by Wall St. Rank hold WMB as of Q4 2020.

Enlightenment Research reported no remaining Williams Companies position as of Q4 2020 after selling out during the quarter.
Enlightenment Research sold 20,400 Williams Companies shares in Q4 2020, an estimated $401K.
Enlightenment Research first reported a position in Williams Companies in Q2 2019 and held it in 2 quarters.
Enlightenment Research's Williams Companies position peaked at $720K in Q2 2019.
866 funds tracked by Wall St. Rank held Williams Companies as of Q4 2020.

Based on Enlightenment Research's 13F filing for Q4 2020, filed 12 Feb 2021.