NCM
WMB icon

Nelson Capital Management’s Williams Companies WMB Stock Holding History

Nelson Capital 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
2019
Q4 		– Sell
-73
Closed -$2K – 289
2019
Q3 		$2K Hold
73
– – ﹤0.01% 314
2019
Q2 		$2K Hold
73
– – ﹤0.01% 279
2019
Q1 		$2K Buy
+73
New +$1.96K ﹤0.01% 256

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nelson Capital Management's WMB Position: Q4 2019 in Review

Nelson Capital Management sold out of Williams Companies (WMB) in Q4 2019, closing a stake of 73 shares — an estimated $2K sold.

Nelson Capital Management first reported a position in WMB in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 842 funds tracked by Wall St. Rank hold WMB as of Q4 2019.

  • Nelson Capital Management reported no remaining Williams Companies position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 73 Williams Companies shares in Q4 2019, an estimated $2K.
  • Nelson Capital Management first reported a position in Williams Companies in Q1 2019 and held it in 3 quarters.
  • Nelson Capital Management's Williams Companies position peaked at $2K in Q3 2019.
  • 842 funds tracked by Wall St. Rank held Williams Companies as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.