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Raab & Moskowitz Asset Management’s Williams Companies WMB Stock Holding History

Raab & Moskowitz 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
2020
Q1 		– Sell
-153
Closed -$3K – 514
2019
Q4 		$3K Buy
+153
New +$3.5K ﹤0.01% 490
2018
Q4 		– Sell
-153
Closed -$4K – 501
2018
Q3 		$4K Buy
+153
New +$4.44K ﹤0.01% 487

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 $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raab & Moskowitz Asset Management's WMB Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Williams Companies (WMB) in Q1 2020, closing a stake of 153 shares — an estimated $3K sold.

Raab & Moskowitz Asset Management first reported a position in WMB in Q3 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 793 funds tracked by Wall St. Rank hold WMB as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining Williams Companies position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 153 Williams Companies shares in Q1 2020, an estimated $3K.
  • Raab & Moskowitz Asset Management first reported a position in Williams Companies in Q3 2018 and held it in 2 quarters.
  • Raab & Moskowitz Asset Management's Williams Companies position peaked at $4K in Q3 2018.
  • 793 funds tracked by Wall St. Rank held Williams Companies as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.