KJWM
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Kiley Juergens Wealth Management’s Williams Companies WMB Stock Holding History

Kiley Juergens Wealth 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
2018
Q4 		– Sell
-169
Closed -$4K – 659
2018
Q3 		$4K Buy
169
+2
+1% +$58 ﹤0.01% 545
2018
Q2 		$4K Buy
+167
New +$4.4K ﹤0.01% 505
2018
Q1 		– Sell
-83
Closed -$2K – 610
2017
Q4 		$2K Buy
+83
New +$2.41K ﹤0.01% 641

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kiley Juergens Wealth Management's WMB Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Williams Companies (WMB) in Q4 2018, closing a stake of 169 shares — an estimated $4K sold.

Kiley Juergens Wealth Management first reported a position in WMB in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q3 2018. 792 funds tracked by Wall St. Rank hold WMB as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Williams Companies position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 169 Williams Companies shares in Q4 2018, an estimated $4K.
  • Kiley Juergens Wealth Management first reported a position in Williams Companies in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Williams Companies position peaked at $4K in Q3 2018.
  • 792 funds tracked by Wall St. Rank held Williams Companies as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.