South Texas Money Management’s Williams Companies WMB Stock Holding History

South Texas Money Management’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	$663K	Buy	27,557 +57	+0.2%	+$1.44K	0.03%	193
2019 Q2	$771K	Hold	27,500	–	–	0.03%	126
2019 Q1	$790K	Hold	27,500	–	–	0.03%	122
2018 Q4	$606K	Buy	+27,500	New	+$688K	0.03%	139

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 $9.6B AUM 19.53% 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

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 $5.22B AUM 17.11% 1-Year Est. Return

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

South Texas Money Management's WMB Position: Q3 2019 in Review

South Texas Money Management increased its Williams Companies (WMB) stake by 0.21% in Q3 2019, buying an estimated $1.44K and bringing the position to 27,557 shares worth $663K. The position accounts for 0.03% of the portfolio, ranked #193.

South Texas Money Management first reported a position in WMB in Q4 2018 and has held it in 4 quarters since. The position peaked at $790K in Q1 2019. 816 funds tracked by Wall St. Rank hold WMB as of Q3 2019.

South Texas Money Management held 27,557 shares of Williams Companies worth $663K as of Q3 2019.
South Texas Money Management bought 57 Williams Companies shares in Q3 2019, an estimated $1.44K.
Williams Companies made up 0.03% of South Texas Money Management's portfolio in Q3 2019, its #193 holding.
South Texas Money Management first reported a position in Williams Companies in Q4 2018 and has held it in 4 quarters since.
South Texas Money Management's Williams Companies position peaked at $790K in Q1 2019.
816 funds tracked by Wall St. Rank held Williams Companies as of Q3 2019.

Based on South Texas Money Management's 13F filing for Q3 2019, filed 13 Nov 2019.