Squar Milner Financial Services’s Williams Companies WMB Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-1,594	Closed	-$22K	–	732
2020 Q1	$22K	Sell	1,594 -247	-13%	-$4.78K	0.01%	458
2019 Q4	$43K	Buy	+1,841	New	+$42.2K	0.02%	425
2019 Q3	–	Sell	-4,827	Closed	-$135K	–	726
2019 Q2	$135K	Buy	4,827 +275	+6%	+$7.64K	0.09%	223
2019 Q1	$130K	Buy	4,552 +371	+9%	+$9.95K	0.1%	222
2018 Q4	$92K	Sell	4,181 -25	-0.6%	-$625	0.09%	231
2018 Q3	$114K	Buy	4,206 +2,541	+153%	+$73.7K	0.1%	226
2018 Q2	$45K	Buy	+1,665	New	+$43.9K	0.04%	345

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

Squar Milner Financial Services's WMB Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Williams Companies (WMB) in Q2 2020, closing a stake of 1,594 shares — an estimated $22K sold.

Squar Milner Financial Services first reported a position in WMB in Q2 2018 and held it in 7 quarters. The position peaked at $135K in Q2 2019. 786 funds tracked by Wall St. Rank hold WMB as of Q2 2020.

Squar Milner Financial Services reported no remaining Williams Companies position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 1,594 Williams Companies shares in Q2 2020, an estimated $22K.
Squar Milner Financial Services first reported a position in Williams Companies in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Williams Companies position peaked at $135K in Q2 2019.
786 funds tracked by Wall St. Rank held Williams Companies as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.