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Intelligence Driven Advisers’s Williams Companies WMB Stock Holding History

Intelligence Driven Advisers’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
Q4 		– Sell
-16,344
Closed -$393K – 94
2019
Q3 		$393K Buy
16,344
+389
+2% +$9.81K 0.19% 59
2019
Q2 		$447K Sell
15,955
-244
-2% -$6.78K 0.21% 63
2019
Q1 		$465K Buy
16,199
+433
+3% +$11.6K 0.25% 53
2018
Q4 		$348K Buy
+15,766
New +$394K 0.22% 67

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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intelligence Driven Advisers's WMB Position: Q4 2019 in Review

Intelligence Driven Advisers sold out of Williams Companies (WMB) in Q4 2019, closing a stake of 16,344 shares — an estimated $393K sold.

Intelligence Driven Advisers first reported a position in WMB in Q4 2018 and held it in 4 quarters. The position peaked at $465K in Q1 2019. 843 funds tracked by Wall St. Rank hold WMB as of Q4 2019.

  • Intelligence Driven Advisers reported no remaining Williams Companies position as of Q4 2019 after selling out during the quarter.
  • Intelligence Driven Advisers sold 16,344 Williams Companies shares in Q4 2019, an estimated $393K.
  • Intelligence Driven Advisers first reported a position in Williams Companies in Q4 2018 and held it in 4 quarters.
  • Intelligence Driven Advisers's Williams Companies position peaked at $465K in Q1 2019.
  • 843 funds tracked by Wall St. Rank held Williams Companies as of Q4 2019.

Based on Intelligence Driven Advisers's 13F filing for Q4 2019, filed 4 Sep 2020.