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Liberty Mutual Group Asset Management’s Williams Companies WMB Stock Holding History

Liberty Mutual Group Asset 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
-33,084
Closed -$900K – 791
2018
Q3 		$900K Hold
33,084
– – 0.02% 436
2018
Q2 		$897K Buy
33,084
+137
+0.4% +$3.61K 0.02% 434
2018
Q1 		$819K Hold
32,947
– – 0.03% 474
2017
Q4 		$1M Sell
32,947
-1,177
-3% -$34.2K 0.03% 453
2017
Q3 		$1.02M Sell
34,124
-20,044
-37% -$610K 0.06% 441
2017
Q2 		$1.64M Sell
54,168
-250,178
-82% -$7.45M 0.07% 382
2017
Q1 		$9.01M Buy
304,346
+34,011
+13% +$983K 0.35% 40
2016
Q4 		$8.42M Buy
270,335
+28,645
+12% +$863K 0.3% 46
2016
Q3 		$7.43M Buy
241,690
+193,982
+407% +$5.15M 0.26% 54
2016
Q2 		$1.03M Buy
47,708
+3,924
+9% +$78.8K 0.04% 635
2016
Q1 		$704K Sell
43,784
-62,785
-59% -$1.08M 0.03% 762
2015
Q4 		$2.74M Sell
106,569
-6,544
-6% -$229K 0.11% 244
2015
Q3 		$4.17M Sell
113,113
-5,151
-4% -$257K 0.16% 95
2015
Q2 		$6.79M Sell
118,264
-16,561
-12% -$853K 0.23% 37
2015
Q1 		$6.82M Sell
134,825
-14,480
-10% -$671K 0.21% 57
2014
Q4 		$6.71M Sell
149,305
-14,036
-9% -$718K 0.21% 52
2014
Q3 		$9.04M Sell
163,341
-9,817
-6% -$564K 0.29% 21
2014
Q2 		$10.1M Buy
173,158
+20,782
+14% +$963K 0.32% 17
2014
Q1 		$6.18M Buy
152,376
+95,998
+170% +$3.89M 0.2% 51
2013
Q4 		$2.17M Buy
56,378
+15,127
+37% +$544K 0.08% 290
2013
Q3 		$1.5M Buy
41,251
+8,662
+27% +$304K 0.06% 400
2013
Q2 		$1.06M Buy
+32,589
New +$1.17M 0.04% 535

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 $3.37T AUM 44.26% 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

Liberty Mutual Group Asset Management's WMB Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Williams Companies (WMB) in Q4 2018, closing a stake of 33,084 shares — an estimated $900K sold.

Liberty Mutual Group Asset Management first reported a position in WMB in Q2 2013 and held it in 22 quarters. The position peaked at $10.1M in Q2 2014. 792 funds tracked by Wall St. Rank hold WMB as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Williams Companies position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 33,084 Williams Companies shares in Q4 2018, an estimated $900K.
  • Liberty Mutual Group Asset Management first reported a position in Williams Companies in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Williams Companies position peaked at $10.1M in Q2 2014.
  • 792 funds tracked by Wall St. Rank held Williams Companies as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.