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Mariner Independent Advisor Network’s Williams Companies WMB Stock Holding History

Mariner Independent Advisor Network’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
2020
Q1 		– Sell
-12,360
Closed -$293K – 402
2019
Q4 		$293K Buy
+12,360
New +$283K 0.02% 349
2016
Q1 		– Sell
-28,542
Closed -$734K – 135
2015
Q4 		$734K Buy
+28,542
New +$997K 0.49% 48

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
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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mariner Independent Advisor Network's WMB Position: Q1 2020 in Review

Mariner Independent Advisor Network sold out of Williams Companies (WMB) in Q1 2020, closing a stake of 12,360 shares — an estimated $293K sold.

Mariner Independent Advisor Network first reported a position in WMB in Q4 2015 and held it in 2 quarters. The position peaked at $734K in Q4 2015. 792 funds tracked by Wall St. Rank hold WMB as of Q1 2020.

  • Mariner Independent Advisor Network reported no remaining Williams Companies position as of Q1 2020 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 12,360 Williams Companies shares in Q1 2020, an estimated $293K.
  • Mariner Independent Advisor Network first reported a position in Williams Companies in Q4 2015 and held it in 2 quarters.
  • Mariner Independent Advisor Network's Williams Companies position peaked at $734K in Q4 2015.
  • 792 funds tracked by Wall St. Rank held Williams Companies as of Q1 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2020, filed 5 May 2020.