MAFM
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Mid Atlantic Financial Management’s Williams Companies WMB Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$257K Sell
9,923
-81
-0.8% -$2.04K 0.02% 727
2021
Q2 		$266K Buy
+10,004
New +$256K 0.02% 722

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mid Atlantic Financial Management's WMB Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Williams Companies (WMB) stake by 0.81% in Q3 2021, selling an estimated $2.04K and leaving 9,923 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #727.

Mid Atlantic Financial Management first reported a position in WMB in Q2 2021 and has held it in 2 quarters since. The position peaked at $266K in Q2 2021. 964 funds tracked by Wall St. Rank hold WMB as of Q3 2021.

  • Mid Atlantic Financial Management held 9,923 shares of Williams Companies worth $257K as of Q3 2021.
  • Mid Atlantic Financial Management sold 81 Williams Companies shares in Q3 2021, an estimated $2.04K.
  • Williams Companies made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #727 holding.
  • Mid Atlantic Financial Management first reported a position in Williams Companies in Q2 2021 and has held it in 2 quarters since.
  • Mid Atlantic Financial Management's Williams Companies position peaked at $266K in Q2 2021.
  • 964 funds tracked by Wall St. Rank held Williams Companies as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.