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KMG Fiduciary Partners’s Williams Companies WMB Stock Holding History

KMG Fiduciary Partners’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
Q3 		– Sell
-12,090
Closed -$339K – 119
2019
Q2 		$339K Hold
12,090
– – 0.12% 87
2019
Q1 		$347K Buy
+12,090
New +$324K 0.13% 86

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

KMG Fiduciary Partners's WMB Position: Q3 2019 in Review

KMG Fiduciary Partners sold out of Williams Companies (WMB) in Q3 2019, closing a stake of 12,090 shares — an estimated $339K sold.

KMG Fiduciary Partners first reported a position in WMB in Q1 2019 and held it in 2 quarters. The position peaked at $347K in Q1 2019. 815 funds tracked by Wall St. Rank hold WMB as of Q3 2019.

  • KMG Fiduciary Partners reported no remaining Williams Companies position as of Q3 2019 after selling out during the quarter.
  • KMG Fiduciary Partners sold 12,090 Williams Companies shares in Q3 2019, an estimated $339K.
  • KMG Fiduciary Partners first reported a position in Williams Companies in Q1 2019 and held it in 2 quarters.
  • KMG Fiduciary Partners's Williams Companies position peaked at $347K in Q1 2019.
  • 815 funds tracked by Wall St. Rank held Williams Companies as of Q3 2019.

Based on KMG Fiduciary Partners's 13F filing for Q3 2019, filed 15 Oct 2019.