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Omnia Family Wealth’s Williams Companies WMB Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-56
Closed -$2K – 528
2019
Q1 		$2K Hold
56
– – ﹤0.01% 500
2018
Q4 		$1K Hold
56
– – ﹤0.01% 542
2018
Q3 		$2K Hold
56
– – ﹤0.01% 497
2018
Q2 		$2K Hold
56
– – ﹤0.01% 477
2018
Q1 		$1K Sell
56
-1,088
-95% -$32.1K ﹤0.01% 581
2017
Q4 		$35K Buy
1,144
+779
+213% +$22.7K 0.02% 184
2017
Q3 		$11K Sell
365
-111
-23% -$3.38K 0.01% 266
2017
Q2 		$14K Buy
476
+309
+185% +$9.21K 0.01% 249
2017
Q1 		$5K Hold
167
– – ﹤0.01% 409
2016
Q4 		$5K Buy
+167
New +$5.03K ﹤0.01% 398

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
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return