TrueWealth LLC’s Williams Companies WMB Stock Holding History

TrueWealth LLC’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 Q1	–	Sell	-47	Closed	-$1K	–	924
2017 Q4	$1K	Buy	+47	New	+$1.37K	﹤0.01%	893

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TrueWealth LLC's WMB Position: Q1 2018 in Review

TrueWealth LLC sold out of Williams Companies (WMB) in Q1 2018, closing a stake of 47 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in WMB in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 722 funds tracked by Wall St. Rank hold WMB as of Q1 2018.

TrueWealth LLC reported no remaining Williams Companies position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 47 Williams Companies shares in Q1 2018, an estimated $1K.
TrueWealth LLC first reported a position in Williams Companies in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Williams Companies position peaked at $1K in Q4 2017.
722 funds tracked by Wall St. Rank held Williams Companies as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.