Jupiter Investment Management’s Williams Companies WMB Stock Holding History

Jupiter Investment Management’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
2020 Q1	–	Sell	-12,453	Closed	-$295K	–	503
2019 Q4	$295K	Sell	12,453 -17,116	-58%	-$392K	﹤0.01%	395
2019 Q3	$711K	Buy	+29,569	New	+$745K	0.01%	373
2018 Q2	–	Sell	-38,100	Closed	-$947K	–	454
2018 Q1	$947K	Buy	+38,100	New	+$1.12M	0.01%	292
2015 Q4	–	Sell	-16,200	Closed	-$596K	–	378
2015 Q3	$596K	Buy	+16,200	New	+$807K	0.02%	239
2015 Q1	–	Sell	-12,200	Closed	-$548K	–	429
2014 Q4	$548K	Buy	+12,200	New	+$624K	0.02%	295
2014 Q2	–	Sell	-39,400	Closed	-$1.6M	–	416
2014 Q1	$1.6M	Buy	+39,400	New	+$1.6M	0.11%	190
2013 Q3	–	Sell	-270,400	Closed	-$8.78M	–	328
2013 Q2	$8.78M	Buy	+270,400	New	+$9.73M	1.06%	13

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jupiter Investment Management's WMB Position: Q1 2020 in Review

Jupiter Investment Management sold out of Williams Companies (WMB) in Q1 2020, closing a stake of 12,453 shares — an estimated $295K sold.

Jupiter Investment Management first reported a position in WMB in Q2 2013 and held it in 7 quarters. The position peaked at $8.78M in Q2 2013. 792 funds tracked by Wall St. Rank hold WMB as of Q1 2020.

Jupiter Investment Management reported no remaining Williams Companies position as of Q1 2020 after selling out during the quarter.
Jupiter Investment Management sold 12,453 Williams Companies shares in Q1 2020, an estimated $295K.
Jupiter Investment Management first reported a position in Williams Companies in Q2 2013 and held it in 7 quarters.
Jupiter Investment Management's Williams Companies position peaked at $8.78M in Q2 2013.
792 funds tracked by Wall St. Rank held Williams Companies as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.