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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 $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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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 $462B AUM 39.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Omnia Family Wealth's WMB Position: Q2 2019 in Review

Omnia Family Wealth sold out of Williams Companies (WMB) in Q2 2019, closing a stake of 56 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in WMB in Q4 2016 and held it in 10 quarters. The position peaked at $35K in Q4 2017. 836 funds tracked by Wall St. Rank hold WMB as of Q2 2019.

  • Omnia Family Wealth reported no remaining Williams Companies position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 56 Williams Companies shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in Williams Companies in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Williams Companies position peaked at $35K in Q4 2017.
  • 836 funds tracked by Wall St. Rank held Williams Companies as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.