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	–	391
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 $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return