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Rowland Carmichael Advisors’s Williams Companies WMB Stock Holding History

Rowland Carmichael 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
2020
Q4 		$262K Sell
13,054
-191
-1% -$3.87K 0.08% 253
2020
Q3 		$260K Buy
+13,245
New +$270K 0.1% 227

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rowland Carmichael Advisors's WMB Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its Williams Companies (WMB) stake by 1.4% in Q4 2020, selling an estimated $3.87K and leaving 13,054 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #253.

Rowland Carmichael Advisors first reported a position in WMB in Q3 2020 and has held it in 2 quarters since. 866 funds tracked by Wall St. Rank hold WMB as of Q4 2020.

  • Rowland Carmichael Advisors held 13,054 shares of Williams Companies worth $262K as of Q4 2020.
  • Rowland Carmichael Advisors sold 191 Williams Companies shares in Q4 2020, an estimated $3.87K.
  • Williams Companies made up 0.08% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #253 holding.
  • Rowland Carmichael Advisors first reported a position in Williams Companies in Q3 2020 and has held it in 2 quarters since.
  • 866 funds tracked by Wall St. Rank held Williams Companies as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.