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Summit Equities’s Williams Companies WMB Stock Holding History

Summit Equities’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
2018
Q3 		$863K Buy
+31,752
New +$921K 0.14% 21

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Summit Equities's WMB Position: Q3 2018 in Review

Summit Equities opened a new position in Williams Companies (WMB) in Q3 2018: 31,752 shares worth $863K. The stake represents 0.14% of the portfolio and ranks #21 among its holdings.

837 funds tracked by Wall St. Rank hold WMB as of Q3 2018.

  • Summit Equities held 31,752 shares of Williams Companies worth $863K as of Q3 2018.
  • Williams Companies was a new Summit Equities position in Q3 2018.
  • Williams Companies made up 0.14% of Summit Equities's portfolio in Q3 2018, its #21 holding.
  • 837 funds tracked by Wall St. Rank held Williams Companies as of Q3 2018.

Based on Summit Equities's 13F filing for Q3 2018, filed 13 Nov 2018.