SLF
WMB icon

Sun Life Financial’s Williams Companies WMB Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-716
Closed -$17K – 483
2021
Q1 		$17K Sell
716
-3
-0.4% -$68 ﹤0.01% 305
2020
Q4 		$14K Sell
719
-7
-1% -$142 ﹤0.01% 315
2020
Q3 		$14K Sell
726
-49,146
-99% -$1M ﹤0.01% 301
2020
Q2 		$949K Sell
49,872
-302
-0.6% -$5.62K 0.18% 34
2020
Q1 		$710K Buy
50,174
+19,597
+64% +$379K 0.18% 36
2019
Q4 		$725K Sell
30,577
-16,954
-36% -$388K 0.19% 54
2019
Q3 		$1.14M Buy
47,531
+18,034
+61% +$455K 0.29% 45
2019
Q2 		$827K Sell
29,497
-32,994
-53% -$917K 0.21% 39
2019
Q1 		$1.79M Buy
62,491
+8,544
+16% +$229K 0.4% 28
2018
Q4 		$1.19M Buy
53,947
+462
+0.9% +$11.6K 0.25% 57
2018
Q3 		$1.45M Buy
53,485
+51,244
+2,287% +$1.49M 0.26% 61
2018
Q2 		$61K Buy
2,241
+2,147
+2,284% +$56.6K 0.01% 393
2018
Q1 		$3.79K Sell
94
-1,712
-95% -$50.5K 0.03% 159
2017
Q4 		$55K Sell
1,806
-4,300
-70% -$125K 0.01% 260
2017
Q3 		$183K Buy
6,106
+63
+1% +$1.92K 0.02% 242
2017
Q2 		$183K Buy
6,043
+6,030
+46,385% +$180K 0.02% 244
2017
Q1 		$444 Buy
+13
New +$376 ﹤0.01% 185
2016
Q1 		– Sell
-100
Closed -$3K – 164
2015
Q4 		$3K Buy
+100
New +$3.49K ﹤0.01% 107

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Sun Life Financial's WMB Position: Q2 2021 in Review

Sun Life Financial sold out of Williams Companies (WMB) in Q2 2021, closing a stake of 716 shares — an estimated $17K sold.

Sun Life Financial first reported a position in WMB in Q4 2015 and held it in 18 quarters. The position peaked at $1.79M in Q1 2019. 952 funds tracked by Wall St. Rank hold WMB as of Q2 2021.

  • Sun Life Financial reported no remaining Williams Companies position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 716 Williams Companies shares in Q2 2021, an estimated $17K.
  • Sun Life Financial first reported a position in Williams Companies in Q4 2015 and held it in 18 quarters.
  • Sun Life Financial's Williams Companies position peaked at $1.79M in Q1 2019.
  • 952 funds tracked by Wall St. Rank held Williams Companies as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.