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Sullivan, Bruyette, Speros & Blaney’s Williams Companies WMB Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$300K Sell
12,648
-852
-6% -$19.4K 0.01% 240
2020
Q4 		$271K Hold
13,500
– – 0.01% 240
2020
Q3 		$265K Buy
+13,500
New +$275K 0.01% 218

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's WMB Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its Williams Companies (WMB) stake by 6.3% in Q1 2021, selling an estimated $19.4K and leaving 12,648 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #240.

Sullivan, Bruyette, Speros & Blaney first reported a position in WMB in Q3 2020 and has held it in 3 quarters since. 898 funds tracked by Wall St. Rank hold WMB as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 12,648 shares of Williams Companies worth $300K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney sold 852 Williams Companies shares in Q1 2021, an estimated $19.4K.
  • Williams Companies made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #240 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Williams Companies in Q3 2020 and has held it in 3 quarters since.
  • 898 funds tracked by Wall St. Rank held Williams Companies as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.