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TRUE Private Wealth Advisors’s Williams Companies WMB Stock Holding History

TRUE Private Wealth Advisors’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
Q4 		– Sell
-735
Closed -$20K – 912
2018
Q3 		$20K Buy
+735
New +$21.3K ﹤0.01% 609

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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 $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

TRUE Private Wealth Advisors's WMB Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Williams Companies (WMB) in Q4 2018, closing a stake of 735 shares — an estimated $20K sold.

TRUE Private Wealth Advisors first reported a position in WMB in Q3 2018 and held it in 1 quarter. The position peaked at $20K in Q3 2018. 792 funds tracked by Wall St. Rank hold WMB as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Williams Companies position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 735 Williams Companies shares in Q4 2018, an estimated $20K.
  • TRUE Private Wealth Advisors first reported a position in Williams Companies in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Williams Companies position peaked at $20K in Q3 2018.
  • 792 funds tracked by Wall St. Rank held Williams Companies as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.