MC
WMB icon

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 $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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Miles Capital's WMB Position: Q1 2020 in Review

Miles Capital increased its Williams Companies (WMB) stake by 1.9% in Q1 2020, buying an estimated $10.6K and bringing the position to 29,577 shares worth $419K. The position accounts for 0.45% of the portfolio, ranked #62.

Miles Capital first reported a position in WMB in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.12M in Q2 2013. 793 funds tracked by Wall St. Rank hold WMB as of Q1 2020.

  • Miles Capital held 29,577 shares of Williams Companies worth $419K as of Q1 2020.
  • Miles Capital bought 549 Williams Companies shares in Q1 2020, an estimated $10.6K.
  • Williams Companies made up 0.45% of Miles Capital's portfolio in Q1 2020, its #62 holding.
  • Miles Capital first reported a position in Williams Companies in Q2 2013 and has held it in 6 quarters since.
  • Miles Capital's Williams Companies position peaked at $2.12M in Q2 2013.
  • 793 funds tracked by Wall St. Rank held Williams Companies as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.