NEXT Financial Holdings’s Williams Companies WMB Stock Holding History

NEXT Financial Holdings’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 Q1	$257K	Buy	+8,948	New	+$240K	0.07%	304

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

NEXT Financial Holdings's WMB Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Williams Companies (WMB) in Q1 2019: 8,948 shares worth $257K. The stake represents 0.07% of the portfolio and ranks #304 among its holdings.

832 funds tracked by Wall St. Rank hold WMB as of Q1 2019.

NEXT Financial Holdings held 8,948 shares of Williams Companies worth $257K as of Q1 2019.
Williams Companies was a new NEXT Financial Holdings position in Q1 2019.
Williams Companies made up 0.07% of NEXT Financial Holdings's portfolio in Q1 2019, its #304 holding.
832 funds tracked by Wall St. Rank held Williams Companies as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.