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Johnson Financial Group LLC (Colorado)’s Williams Companies WMB Stock Holding History

Johnson Financial Group LLC (Colorado)’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
2018
Q1 		– Sell
-12,058
Closed -$368K – 86
2017
Q4 		$368K Buy
12,058
+2,556
+27% +$74.3K 0.28% 38
2017
Q3 		$285K Buy
9,502
+2,434
+34% +$74.1K 0.24% 47
2017
Q2 		$214K Buy
7,068
+45
+0.6% +$1.34K 0.18% 59
2017
Q1 		$208K Buy
7,023
+492
+8% +$14.2K 0.24% 59
2016
Q4 		$203K Buy
+6,531
New +$197K 0.16% 89

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State Street
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Franklin Resources
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Goldman Sachs
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Deutsche Bank
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCA
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s WMB Position: Q1 2018 in Review

Johnson Financial Group LLC (Colorado) sold out of Williams Companies (WMB) in Q1 2018, closing a stake of 12,058 shares — an estimated $368K sold.

Johnson Financial Group LLC (Colorado) first reported a position in WMB in Q4 2016 and held it in 5 quarters. The position peaked at $368K in Q4 2017. 724 funds tracked by Wall St. Rank hold WMB as of Q1 2018.

  • Johnson Financial Group LLC (Colorado) reported no remaining Williams Companies position as of Q1 2018 after selling out during the quarter.
  • Johnson Financial Group LLC (Colorado) sold 12,058 Williams Companies shares in Q1 2018, an estimated $368K.
  • Johnson Financial Group LLC (Colorado) first reported a position in Williams Companies in Q4 2016 and held it in 5 quarters.
  • Johnson Financial Group LLC (Colorado)'s Williams Companies position peaked at $368K in Q4 2017.
  • 724 funds tracked by Wall St. Rank held Williams Companies as of Q1 2018.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2018, filed 15 May 2018.