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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Williams Companies WMB Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q4 		– Sell
-8
Closed – – 462
2017
Q3 		$0 Hold
8
– – ﹤0.01% 424
2017
Q2 		$0 Hold
8
– – ﹤0.01% 428
2017
Q1 		$1K Hold
8
– – ﹤0.01% 417
2016
Q4 		$1K Hold
8
– – ﹤0.01% 478
2016
Q3 		$0 Hold
8
– – ﹤0.01% 461
2016
Q2 		$0 Hold
8
– – ﹤0.01% 458
2016
Q1 		$0 Buy
+8
New +$138 ﹤0.01% 416

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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Franklin Resources
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's WMB Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Williams Companies (WMB) in Q4 2017, closing a stake of 8 shares.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in WMB in Q1 2016 and held it in 7 quarters. The position peaked at $1K in Q1 2017. 731 funds tracked by Wall St. Rank hold WMB as of Q4 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Williams Companies position as of Q4 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 8 Williams Companies shares in Q4 2017.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Williams Companies in Q1 2016 and held it in 7 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Williams Companies position peaked at $1K in Q1 2017.
  • 731 funds tracked by Wall St. Rank held Williams Companies as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.