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Samalin Investment Counsel’s Williams Companies WMB Stock Holding History

Samalin Investment Counsel’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
-760
Closed -$18K – 514
2019
Q4 		$18K Buy
+760
New +$17.4K 0.02% 387

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Samalin Investment Counsel's WMB Position: Q1 2020 in Review

Samalin Investment Counsel sold out of Williams Companies (WMB) in Q1 2020, closing a stake of 760 shares — an estimated $18K sold.

Samalin Investment Counsel first reported a position in WMB in Q4 2019 and held it in 1 quarter. The position peaked at $18K in Q4 2019. 792 funds tracked by Wall St. Rank hold WMB as of Q1 2020.

  • Samalin Investment Counsel reported no remaining Williams Companies position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 760 Williams Companies shares in Q1 2020, an estimated $18K.
  • Samalin Investment Counsel first reported a position in Williams Companies in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's Williams Companies position peaked at $18K in Q4 2019.
  • 792 funds tracked by Wall St. Rank held Williams Companies as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.