HCM
WMB icon

HMS Capital Management’s Williams Companies WMB Stock Holding History

HMS Capital 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
2019
Q3 		– Sell
-600
Closed -$17K – 298
2019
Q2 		$17K Buy
+600
New +$16.7K 0.01% 252

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

HMS Capital Management's WMB Position: Q3 2019 in Review

HMS Capital Management sold out of Williams Companies (WMB) in Q3 2019, closing a stake of 600 shares — an estimated $17K sold.

HMS Capital Management first reported a position in WMB in Q2 2019 and held it in 1 quarter. The position peaked at $17K in Q2 2019. 815 funds tracked by Wall St. Rank hold WMB as of Q3 2019.

  • HMS Capital Management reported no remaining Williams Companies position as of Q3 2019 after selling out during the quarter.
  • HMS Capital Management sold 600 Williams Companies shares in Q3 2019, an estimated $17K.
  • HMS Capital Management first reported a position in Williams Companies in Q2 2019 and held it in 1 quarter.
  • HMS Capital Management's Williams Companies position peaked at $17K in Q2 2019.
  • 815 funds tracked by Wall St. Rank held Williams Companies as of Q3 2019.

Based on HMS Capital Management's 13F filing for Q3 2019, filed 15 Oct 2019.