Sound View Wealth Advisors’s Williams Companies WMB Stock Holding History

Sound View Wealth 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 Q1	$214K	Buy	+7,462	New	+$200K	0.07%	232

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

HFA

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sound View Wealth Advisors's WMB Position: Q1 2019 in Review

Sound View Wealth Advisors opened a new position in Williams Companies (WMB) in Q1 2019: 7,462 shares worth $214K. The stake represents 0.07% of the portfolio and ranks #232 among its holdings.

832 funds tracked by Wall St. Rank hold WMB as of Q1 2019.

Sound View Wealth Advisors held 7,462 shares of Williams Companies worth $214K as of Q1 2019.
Williams Companies was a new Sound View Wealth Advisors position in Q1 2019.
Williams Companies made up 0.07% of Sound View Wealth Advisors's portfolio in Q1 2019, its #232 holding.
832 funds tracked by Wall St. Rank held Williams Companies as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.