RWB
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RMR Wealth Builders’s Williams Companies WMB Stock Holding History

RMR Wealth Builders’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
-3,173
Closed -$60K – 465
2020
Q2 		$60K Buy
+3,173
New +$59K 0.05% 207
2019
Q4 		$88K Buy
+3,729
New +$85.4K 0.08% 183

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 $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

RMR Wealth Builders's WMB Position: Q3 2020 in Review

RMR Wealth Builders sold out of Williams Companies (WMB) in Q3 2020, closing a stake of 3,173 shares — an estimated $60K sold.

RMR Wealth Builders first reported a position in WMB in Q4 2019 and held it in 2 quarters. The position peaked at $88K in Q4 2019. 807 funds tracked by Wall St. Rank hold WMB as of Q3 2020.

  • RMR Wealth Builders reported no remaining Williams Companies position as of Q3 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 3,173 Williams Companies shares in Q3 2020, an estimated $60K.
  • RMR Wealth Builders first reported a position in Williams Companies in Q4 2019 and held it in 2 quarters.
  • RMR Wealth Builders's Williams Companies position peaked at $88K in Q4 2019.
  • 807 funds tracked by Wall St. Rank held Williams Companies as of Q3 2020.

Based on RMR Wealth Builders's 13F filing for Q3 2020, filed 13 Nov 2020.