EWM
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EPG Wealth Management’s Williams Companies WMB Stock Holding History

EPG 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
2020
Q2 		– Sell
-469
Closed -$7K – 778
2020
Q1 		$7K Sell
469
-103
-18% -$1.99K 0.01% 545
2019
Q4 		$14K Buy
+572
New +$13.1K 0.01% 393

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

EPG Wealth Management's WMB Position: Q2 2020 in Review

EPG Wealth Management sold out of Williams Companies (WMB) in Q2 2020, closing a stake of 469 shares — an estimated $7K sold.

EPG Wealth Management first reported a position in WMB in Q4 2019 and held it in 2 quarters. The position peaked at $14K in Q4 2019. 785 funds tracked by Wall St. Rank hold WMB as of Q2 2020.

  • EPG Wealth Management reported no remaining Williams Companies position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 469 Williams Companies shares in Q2 2020, an estimated $7K.
  • EPG Wealth Management first reported a position in Williams Companies in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Williams Companies position peaked at $14K in Q4 2019.
  • 785 funds tracked by Wall St. Rank held Williams Companies as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.