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JT Stratford LLC’s Williams Companies WMB Stock Holding History

JT Stratford LLC’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
-10,454
Closed -$252K – 170
2019
Q3 		$252K Sell
10,454
-44
-0.4% -$1.11K 0.14% 123
2019
Q2 		$294K Buy
+10,498
New +$292K 0.16% 108

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JT Stratford LLC's WMB Position: Q4 2019 in Review

JT Stratford LLC sold out of Williams Companies (WMB) in Q4 2019, closing a stake of 10,454 shares — an estimated $252K sold.

JT Stratford LLC first reported a position in WMB in Q2 2019 and held it in 2 quarters. The position peaked at $294K in Q2 2019. 842 funds tracked by Wall St. Rank hold WMB as of Q4 2019.

  • JT Stratford LLC reported no remaining Williams Companies position as of Q4 2019 after selling out during the quarter.
  • JT Stratford LLC sold 10,454 Williams Companies shares in Q4 2019, an estimated $252K.
  • JT Stratford LLC first reported a position in Williams Companies in Q2 2019 and held it in 2 quarters.
  • JT Stratford LLC's Williams Companies position peaked at $294K in Q2 2019.
  • 842 funds tracked by Wall St. Rank held Williams Companies as of Q4 2019.

Based on JT Stratford LLC's 13F filing for Q4 2019, filed 14 Feb 2020.