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Rampart Investment Management’s Williams Companies WMB Stock Holding History

Rampart Investment 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
Q3 		– Sell
-10,259
Closed -$195K – 528
2020
Q2 		$195K Buy
10,259
+502
+5% +$9.34K 0.03% 385
2020
Q1 		$138K Sell
9,757
-11,928
-55% -$231K 0.07% 264
2019
Q4 		$514K Buy
21,685
+11,846
+120% +$271K 0.06% 306
2019
Q3 		$237K Sell
9,839
-557
-5% -$14K 0.03% 412
2019
Q2 		$292K Sell
10,396
-524
-5% -$14.6K 0.03% 393
2019
Q1 		$314K Sell
10,920
-713
-6% -$19.1K 0.04% 385
2018
Q4 		$257K Sell
11,633
-7,199
-38% -$180K 0.07% 226
2018
Q3 		$323K Sell
18,832
-18,832
-50% -$546K 0.14% 165
2018
Q2 		$1.02M Buy
37,664
+20,082
+114% +$530K 0.1% 262
2018
Q1 		$437K Buy
17,582
+7,443
+73% +$220K 0.04% 358
2017
Q4 		$309K Sell
10,139
-4
-0% -$116 0.12% 195
2017
Q3 		$304K Buy
10,143
+629
+7% +$19.1K 0.1% 222
2017
Q2 		$288K Buy
9,514
+7,296
+329% +$217K 0.1% 224
2017
Q1 		$66K Sell
2,218
-39,058
-95% -$1.13M 0.02% 222
2016
Q4 		$1.28M Sell
41,276
-135
-0.3% -$4.07K 0.47% 9
2016
Q3 		$1.27M Buy
+41,411
New +$1.1M 0.49% 6

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Rampart Investment Management's WMB Position: Q3 2020 in Review

Rampart Investment Management sold out of Williams Companies (WMB) in Q3 2020, closing a stake of 10,259 shares — an estimated $195K sold.

Rampart Investment Management first reported a position in WMB in Q3 2016 and held it in 16 quarters. The position peaked at $1.28M in Q4 2016. 808 funds tracked by Wall St. Rank hold WMB as of Q3 2020.

  • Rampart Investment Management reported no remaining Williams Companies position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 10,259 Williams Companies shares in Q3 2020, an estimated $195K.
  • Rampart Investment Management first reported a position in Williams Companies in Q3 2016 and held it in 16 quarters.
  • Rampart Investment Management's Williams Companies position peaked at $1.28M in Q4 2016.
  • 808 funds tracked by Wall St. Rank held Williams Companies as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.