Steph & Co’s Williams Companies WMB Stock Holding History

Steph & Co’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	-200	Closed	-$3K	–	269
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	241
2019 Q4	$5K	Buy	+200	New	+$4.58K	﹤0.01%	245

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

Steph & Co's WMB Position: Q2 2020 in Review

Steph & Co sold out of Williams Companies (WMB) in Q2 2020, closing a stake of 200 shares — an estimated $3K sold.

Steph & Co first reported a position in WMB in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 785 funds tracked by Wall St. Rank hold WMB as of Q2 2020.

Steph & Co reported no remaining Williams Companies position as of Q2 2020 after selling out during the quarter.
Steph & Co sold 200 Williams Companies shares in Q2 2020, an estimated $3K.
Steph & Co first reported a position in Williams Companies in Q4 2019 and held it in 2 quarters.
Steph & Co's Williams Companies position peaked at $5K in Q4 2019.
785 funds tracked by Wall St. Rank held Williams Companies as of Q2 2020.

Based on Steph & Co's 13F filing for Q2 2020, filed 15 Jul 2020.