LifePlan Financial Group’s Williams Companies WMB Stock Holding History

LifePlan Financial Group’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 Q4	–	Sell	-58	Closed	-$1K	–	579
2019 Q3	$1K	Hold	58	–	–	﹤0.01%	538
2019 Q2	$2K	Hold	58	–	–	﹤0.01%	515
2019 Q1	$2K	Hold	58	–	–	﹤0.01%	518
2018 Q4	$1K	Hold	58	–	–	﹤0.01%	533
2018 Q3	$2K	Hold	58	–	–	﹤0.01%	509
2018 Q2	$2K	Hold	58	–	–	﹤0.01%	492
2018 Q1	$1K	Buy	+58	New	+$1.71K	﹤0.01%	507
2014 Q2	–	Sell	-450	Closed	-$18K	–	223
2014 Q1	$18K	Buy	+450	New	+$18.2K	0.01%	157

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LifePlan Financial Group's WMB Position: Q4 2019 in Review

LifePlan Financial Group sold out of Williams Companies (WMB) in Q4 2019, closing a stake of 58 shares — an estimated $1K sold.

LifePlan Financial Group first reported a position in WMB in Q1 2014 and held it in 8 quarters. The position peaked at $18K in Q1 2014. 843 funds tracked by Wall St. Rank hold WMB as of Q4 2019.

LifePlan Financial Group reported no remaining Williams Companies position as of Q4 2019 after selling out during the quarter.
LifePlan Financial Group sold 58 Williams Companies shares in Q4 2019, an estimated $1K.
LifePlan Financial Group first reported a position in Williams Companies in Q1 2014 and held it in 8 quarters.
LifePlan Financial Group's Williams Companies position peaked at $18K in Q1 2014.
843 funds tracked by Wall St. Rank held Williams Companies as of Q4 2019.

Based on LifePlan Financial Group's 13F filing for Q4 2019, filed 9 Jan 2020.