RA
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Riverstone Advisors’s Williams Companies WMB Stock Holding History

Riverstone Advisors’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
Q4 		– Sell
-8,855
Closed -$213K – 41
2019
Q3 		$213K Hold
8,855
– – 0.16% 37
2019
Q2 		$248K Hold
8,855
– – 0.19% 34
2019
Q1 		$254K Buy
+8,855
New +$237K 0.21% 36

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Riverstone Advisors's WMB Position: Q4 2019 in Review

Riverstone Advisors sold out of Williams Companies (WMB) in Q4 2019, closing a stake of 8,855 shares — an estimated $213K sold.

Riverstone Advisors first reported a position in WMB in Q1 2019 and held it in 3 quarters. The position peaked at $254K in Q1 2019. 843 funds tracked by Wall St. Rank hold WMB as of Q4 2019.

  • Riverstone Advisors reported no remaining Williams Companies position as of Q4 2019 after selling out during the quarter.
  • Riverstone Advisors sold 8,855 Williams Companies shares in Q4 2019, an estimated $213K.
  • Riverstone Advisors first reported a position in Williams Companies in Q1 2019 and held it in 3 quarters.
  • Riverstone Advisors's Williams Companies position peaked at $254K in Q1 2019.
  • 843 funds tracked by Wall St. Rank held Williams Companies as of Q4 2019.

Based on Riverstone Advisors's 13F filing for Q4 2019, filed 31 Jan 2020.