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

Executive 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
-360
Closed -$10K – 806
2019
Q2 		$10K Sell
360
-7
-2% -$195 ﹤0.01% 623
2019
Q1 		$11K Sell
367
-51
-12% -$1.37K ﹤0.01% 541
2018
Q4 		$9K Buy
+418
New +$10.5K ﹤0.01% 593

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Executive Wealth Management sold out of Williams Companies (WMB) in Q3 2019, closing a stake of 360 shares — an estimated $10K sold.

Executive Wealth Management first reported a position in WMB in Q4 2018 and held it in 3 quarters. The position peaked at $11K in Q1 2019. 815 funds tracked by Wall St. Rank hold WMB as of Q3 2019.

  • Executive Wealth Management reported no remaining Williams Companies position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 360 Williams Companies shares in Q3 2019, an estimated $10K.
  • Executive Wealth Management first reported a position in Williams Companies in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Williams Companies position peaked at $11K in Q1 2019.
  • 815 funds tracked by Wall St. Rank held Williams Companies as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.