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Systematic Financial Management’s Williams Companies WMB Stock Holding History

Systematic Financial Management’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
2019
Q1 		– Sell
-162,498
Closed -$3.58M – 676
2018
Q4 		$3.58M Buy
+162,498
New +$4.06M 0.11% 220

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Systematic Financial Management's WMB Position: Q1 2019 in Review

Systematic Financial Management sold out of Williams Companies (WMB) in Q1 2019, closing a stake of 162,498 shares — an estimated $3.58M sold.

Systematic Financial Management first reported a position in WMB in Q4 2018 and held it in 1 quarter. The position peaked at $3.58M in Q4 2018. 832 funds tracked by Wall St. Rank hold WMB as of Q1 2019.

  • Systematic Financial Management reported no remaining Williams Companies position as of Q1 2019 after selling out during the quarter.
  • Systematic Financial Management sold 162,498 Williams Companies shares in Q1 2019, an estimated $3.58M.
  • Systematic Financial Management first reported a position in Williams Companies in Q4 2018 and held it in 1 quarter.
  • Systematic Financial Management's Williams Companies position peaked at $3.58M in Q4 2018.
  • 832 funds tracked by Wall St. Rank held Williams Companies as of Q1 2019.

Based on Systematic Financial Management's 13F filing for Q1 2019, filed 3 May 2019.