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Fortis Advisors’s Williams Companies WMB Stock Holding History

Fortis Advisors’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
-847
Closed -$24K – 366
2019
Q1 		$24K Hold
847
– – 0.01% 262
2018
Q4 		$19K Hold
847
– – 0.01% 261
2018
Q3 		$23K Buy
+847
New +$24.6K 0.01% 249

Other funds holding WMB

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State Street
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TCA
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HFA
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return