Pineno Levin & Ford Asset Management’s Williams Companies WMB Stock Holding History

Pineno Levin & Ford Asset 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 Q3	–	Sell	-7,185	Closed	-$201K	–	110
2019 Q2	$201K	Hold	7,185	–	–	0.08%	107
2019 Q1	$206K	Buy	+7,185	New	+$193K	0.09%	98
2018 Q1	–	Sell	-6,785	Closed	-$207K	–	112
2017 Q4	$207K	Buy	+6,785	New	+$197K	0.09%	108
2014 Q1	–	Sell	-88,140	Closed	-$3.4M	–	95
2013 Q4	$3.4M	Buy	88,140 +1,405	+2%	+$50.5K	2.06%	23
2013 Q3	$3.15M	Buy	86,735 +100	+0.1%	+$3.5K	2.15%	23
2013 Q2	$2.81M	Buy	+86,635	New	+$3.12M	2.01%	24

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

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

HFA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

Pineno Levin & Ford Asset Management's WMB Position: Q3 2019 in Review

Pineno Levin & Ford Asset Management sold out of Williams Companies (WMB) in Q3 2019, closing a stake of 7,185 shares — an estimated $201K sold.

Pineno Levin & Ford Asset Management first reported a position in WMB in Q2 2013 and held it in 6 quarters. The position peaked at $3.4M in Q4 2013. 815 funds tracked by Wall St. Rank hold WMB as of Q3 2019.

Pineno Levin & Ford Asset Management reported no remaining Williams Companies position as of Q3 2019 after selling out during the quarter.
Pineno Levin & Ford Asset Management sold 7,185 Williams Companies shares in Q3 2019, an estimated $201K.
Pineno Levin & Ford Asset Management first reported a position in Williams Companies in Q2 2013 and held it in 6 quarters.
Pineno Levin & Ford Asset Management's Williams Companies position peaked at $3.4M in Q4 2013.
815 funds tracked by Wall St. Rank held Williams Companies as of Q3 2019.

Based on Pineno Levin & Ford Asset Management's 13F filing for Q3 2019, filed 17 Oct 2019.