Fiduciary Financial Services of The Southwest’s Williams Companies WMB Stock Holding History

Fiduciary Financial Services of The Southwest’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 Q2	–	Sell	-17,490	Closed	-$502K	–	148
2019 Q1	$502K	Sell	17,490 -2,536	-13%	-$68K	0.15%	112
2018 Q4	$442K	Sell	20,026 -2,750	-12%	-$68.8K	0.14%	112
2018 Q3	$619K	Buy	+22,776	New	+$661K	0.17%	109

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 $3.37T AUM 44.26% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

HFA

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

KACA

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

Fiduciary Financial Services of The Southwest's WMB Position: Q2 2019 in Review

Fiduciary Financial Services of The Southwest sold out of Williams Companies (WMB) in Q2 2019, closing a stake of 17,490 shares — an estimated $502K sold.

Fiduciary Financial Services of The Southwest first reported a position in WMB in Q3 2018 and held it in 3 quarters. The position peaked at $619K in Q3 2018. 836 funds tracked by Wall St. Rank hold WMB as of Q2 2019.

Fiduciary Financial Services of The Southwest reported no remaining Williams Companies position as of Q2 2019 after selling out during the quarter.
Fiduciary Financial Services of The Southwest sold 17,490 Williams Companies shares in Q2 2019, an estimated $502K.
Fiduciary Financial Services of The Southwest first reported a position in Williams Companies in Q3 2018 and held it in 3 quarters.
Fiduciary Financial Services of The Southwest's Williams Companies position peaked at $619K in Q3 2018.
836 funds tracked by Wall St. Rank held Williams Companies as of Q2 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q2 2019, filed 30 Jul 2019.