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JBJ Investment Partners’s Williams Companies WMB Stock Holding History

JBJ Investment Partners’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
-194
Closed -$6K – 193
2019
Q1 		$6K Buy
+194
New +$5.2K ﹤0.01% 196

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State Street
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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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 $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

JBJ Investment Partners's WMB Position: Q2 2019 in Review

JBJ Investment Partners sold out of Williams Companies (WMB) in Q2 2019, closing a stake of 194 shares — an estimated $6K sold.

JBJ Investment Partners first reported a position in WMB in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 836 funds tracked by Wall St. Rank hold WMB as of Q2 2019.

  • JBJ Investment Partners reported no remaining Williams Companies position as of Q2 2019 after selling out during the quarter.
  • JBJ Investment Partners sold 194 Williams Companies shares in Q2 2019, an estimated $6K.
  • JBJ Investment Partners first reported a position in Williams Companies in Q1 2019 and held it in 1 quarter.
  • JBJ Investment Partners's Williams Companies position peaked at $6K in Q1 2019.
  • 836 funds tracked by Wall St. Rank held Williams Companies as of Q2 2019.

Based on JBJ Investment Partners's 13F filing for Q2 2019, filed 25 Jul 2019.