Taylor Hoffman Wealth Management’s Williams Companies WMB Stock Holding History

Taylor Hoffman Wealth 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
2020 Q3	–	Sell	-721	Closed	-$14K	–	369
2020 Q2	$14K	Buy	+721	New	+$13.4K	0.01%	279
2020 Q1	–	Sell	-710	Closed	-$17K	–	390
2019 Q4	$17K	Buy	710 +6	+0.9%	+$137	0.01%	282
2019 Q3	$17K	Hold	704	–	–	0.01%	278
2019 Q2	$20K	Buy	704 +3	+0.4%	+$83	0.02%	251
2019 Q1	$20K	Buy	701 +6	+0.9%	+$161	0.01%	250
2018 Q4	$15K	Hold	695	–	–	0.01%	262
2018 Q3	$19K	Buy	695 +2	+0.3%	+$58	0.02%	242
2018 Q2	$19K	Buy	693 +3	+0.4%	+$79	0.02%	230
2018 Q1	$17K	Buy	690 +2	+0.3%	+$59	0.02%	244
2017 Q4	$21K	Buy	+688	New	+$20K	0.02%	241

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Taylor Hoffman Wealth Management's WMB Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Williams Companies (WMB) in Q3 2020, closing a stake of 721 shares — an estimated $14K sold.

Taylor Hoffman Wealth Management first reported a position in WMB in Q4 2017 and held it in 10 quarters. The position peaked at $21K in Q4 2017. 807 funds tracked by Wall St. Rank hold WMB as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Williams Companies position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 721 Williams Companies shares in Q3 2020, an estimated $14K.
Taylor Hoffman Wealth Management first reported a position in Williams Companies in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Williams Companies position peaked at $21K in Q4 2017.
807 funds tracked by Wall St. Rank held Williams Companies as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.