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Plancorp LLC’s Williams Companies WMB Stock Holding History

Plancorp LLC’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
2020
Q1 		– Sell
-13,149
Closed -$312K – 199
2019
Q4 		$312K Buy
13,149
+169
+1% +$3.87K 0.1% 144
2019
Q3 		$312K Sell
12,980
-13,282
-51% -$335K 0.12% 133
2019
Q2 		$745K Buy
26,262
+13,131
+100% +$365K 0.3% 66
2019
Q1 		$377K Buy
13,131
+447
+4% +$12K 0.14% 119
2018
Q4 		$280K Sell
12,684
-103
-0.8% -$2.58K 0.13% 122
2018
Q3 		$348K Buy
+12,787
New +$371K 0.14% 118

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Plancorp LLC's WMB Position: Q1 2020 in Review

Plancorp LLC sold out of Williams Companies (WMB) in Q1 2020, closing a stake of 13,149 shares — an estimated $312K sold.

Plancorp LLC first reported a position in WMB in Q3 2018 and held it in 6 quarters. The position peaked at $745K in Q2 2019. 793 funds tracked by Wall St. Rank hold WMB as of Q1 2020.

  • Plancorp LLC reported no remaining Williams Companies position as of Q1 2020 after selling out during the quarter.
  • Plancorp LLC sold 13,149 Williams Companies shares in Q1 2020, an estimated $312K.
  • Plancorp LLC first reported a position in Williams Companies in Q3 2018 and held it in 6 quarters.
  • Plancorp LLC's Williams Companies position peaked at $745K in Q2 2019.
  • 793 funds tracked by Wall St. Rank held Williams Companies as of Q1 2020.

Based on Plancorp LLC's 13F filing for Q1 2020, filed 14 May 2020.