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Miles Capital’s Williams Companies WMB Stock Holding History

Miles Capital’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 		$419K Buy
29,577
+549
+2% +$10.6K 0.45% 62
2019
Q4 		$689K Sell
29,028
-1,147
-4% -$26.3K 0.55% 50
2019
Q3 		$726K Sell
30,175
-1,424
-5% -$35.9K 0.6% 45
2019
Q2 		$886K Sell
31,599
-154
-0.5% -$4.28K 0.72% 37
2019
Q1 		$912K Buy
+31,753
New +$851K 0.79% 36
2013
Q3 		– Sell
-65,410
Closed -$2.12M – 137
2013
Q2 		$2.12M Buy
+65,410
New +$2.35M 0.98% 19

Other funds holding WMB

BlackRock
BlackRock New York $5.7T 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 $1.47T 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