Gideon Capital Advisors’s Williams Companies WMB Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-20,105	Closed	-$477K	–	216
2019 Q4	$477K	Buy	+20,105	New	+$461K	0.16%	177
2019 Q3	–	Sell	-59,735	Closed	-$1.68M	–	413
2019 Q2	$1.68M	Buy	+59,735	New	+$1.66M	0.58%	49
2018 Q3	–	Sell	-9,997	Closed	-$271K	–	509
2018 Q2	$271K	Sell	9,997 -12,063	-55%	-$318K	0.14%	281
2018 Q1	$548K	Buy	+22,060	New	+$651K	0.34%	101
2017 Q2	–	Sell	-13,704	Closed	-$406K	–	418
2017 Q1	$406K	Buy	+13,704	New	+$396K	0.24%	154

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

TCA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gideon Capital Advisors's WMB Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Williams Companies (WMB) in Q1 2020, closing a stake of 20,105 shares — an estimated $477K sold.

Gideon Capital Advisors first reported a position in WMB in Q1 2017 and held it in 5 quarters. The position peaked at $1.68M in Q2 2019. 793 funds tracked by Wall St. Rank hold WMB as of Q1 2020.

Gideon Capital Advisors reported no remaining Williams Companies position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 20,105 Williams Companies shares in Q1 2020, an estimated $477K.
Gideon Capital Advisors first reported a position in Williams Companies in Q1 2017 and held it in 5 quarters.
Gideon Capital Advisors's Williams Companies position peaked at $1.68M in Q2 2019.
793 funds tracked by Wall St. Rank held Williams Companies as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.