SevenBridge Financial Group’s Williams Companies WMB Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-250	Closed	-$7K	–	574
2019 Q2	$7K	Buy	250 +50	+25%	+$1.39K	﹤0.01%	495
2019 Q1	$6K	Hold	200	–	–	﹤0.01%	472
2018 Q4	$4K	Sell	200 -853	-81%	-$21.3K	﹤0.01%	474
2018 Q3	$29K	Sell	1,053 -350	-25%	-$10.2K	0.02%	297
2018 Q2	$38K	Buy	1,403 +53	+4%	+$1.4K	0.02%	269
2018 Q1	$34K	Hold	1,350	–	–	0.02%	295
2017 Q4	$41K	Hold	1,350	–	–	0.02%	280
2017 Q3	$41K	Hold	1,350	–	–	0.02%	282
2017 Q2	$41K	Hold	1,350	–	–	0.03%	283
2017 Q1	$41K	Buy	1,350 +1,250	+1,250%	+$36.1K	0.03%	282
2016 Q4	$3K	Hold	100	–	–	﹤0.01%	576
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	560
2016 Q2	$2K	Buy	+100	New	+$2.01K	﹤0.01%	695

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

SevenBridge Financial Group's WMB Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Williams Companies (WMB) in Q3 2019, closing a stake of 250 shares — an estimated $7K sold.

SevenBridge Financial Group first reported a position in WMB in Q2 2016 and held it in 13 quarters. The position peaked at $41K in Q4 2017. 816 funds tracked by Wall St. Rank hold WMB as of Q3 2019.

SevenBridge Financial Group reported no remaining Williams Companies position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 250 Williams Companies shares in Q3 2019, an estimated $7K.
SevenBridge Financial Group first reported a position in Williams Companies in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Williams Companies position peaked at $41K in Q4 2017.
816 funds tracked by Wall St. Rank held Williams Companies as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.