LWM
WMB icon

Lenox Wealth Management’s Williams Companies WMB Stock Holding History

Lenox 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
2019
Q3 		– Sell
-169
Closed -$4K – 735
2019
Q2 		$4K Buy
169
+35
+26% +$973 ﹤0.01% 544
2019
Q1 		$4K Buy
+134
New +$3.59K ﹤0.01% 549

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

Lenox Wealth Management's WMB Position: Q3 2019 in Review

Lenox Wealth Management sold out of Williams Companies (WMB) in Q3 2019, closing a stake of 169 shares — an estimated $4K sold.

Lenox Wealth Management first reported a position in WMB in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 815 funds tracked by Wall St. Rank hold WMB as of Q3 2019.

  • Lenox Wealth Management reported no remaining Williams Companies position as of Q3 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 169 Williams Companies shares in Q3 2019, an estimated $4K.
  • Lenox Wealth Management first reported a position in Williams Companies in Q1 2019 and held it in 2 quarters.
  • Lenox Wealth Management's Williams Companies position peaked at $4K in Q2 2019.
  • 815 funds tracked by Wall St. Rank held Williams Companies as of Q3 2019.

Based on Lenox Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.