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JOYN Advisors’s Williams Companies WMB Stock Holding History

JOYN 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
2019
Q1 		– Sell
-1,262
Closed -$28K – 1417
2018
Q4 		$28K Buy
1,262
+463
+58% +$11.6K 0.01% 537
2018
Q3 		$22K Buy
799
+389
+95% +$11.3K ﹤0.01% 654
2018
Q2 		$11K Buy
410
+386
+1,608% +$10.2K ﹤0.01% 887
2018
Q1 		$1K Buy
+24
New +$708 ﹤0.01% 1237

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 $3.38T AUM 44.17% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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 $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JOYN Advisors's WMB Position: Q1 2019 in Review

JOYN Advisors sold out of Williams Companies (WMB) in Q1 2019, closing a stake of 1,262 shares — an estimated $28K sold.

JOYN Advisors first reported a position in WMB in Q1 2018 and held it in 4 quarters. The position peaked at $28K in Q4 2018. 833 funds tracked by Wall St. Rank hold WMB as of Q1 2019.

  • JOYN Advisors reported no remaining Williams Companies position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,262 Williams Companies shares in Q1 2019, an estimated $28K.
  • JOYN Advisors first reported a position in Williams Companies in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Williams Companies position peaked at $28K in Q4 2018.
  • 833 funds tracked by Wall St. Rank held Williams Companies as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.