FA
WMB icon

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 – 363
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Fortis Advisors's WMB Position: Q2 2019 in Review

Fortis Advisors sold out of Williams Companies (WMB) in Q2 2019, closing a stake of 847 shares — an estimated $24K sold.

Fortis Advisors first reported a position in WMB in Q3 2018 and held it in 3 quarters. The position peaked at $24K in Q1 2019. 836 funds tracked by Wall St. Rank hold WMB as of Q2 2019.

  • Fortis Advisors reported no remaining Williams Companies position as of Q2 2019 after selling out during the quarter.
  • Fortis Advisors sold 847 Williams Companies shares in Q2 2019, an estimated $24K.
  • Fortis Advisors first reported a position in Williams Companies in Q3 2018 and held it in 3 quarters.
  • Fortis Advisors's Williams Companies position peaked at $24K in Q1 2019.
  • 836 funds tracked by Wall St. Rank held Williams Companies as of Q2 2019.

Based on Fortis Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.