WA
WMB icon

Wambolt & Associates’s Williams Companies WMB Stock Holding History

Wambolt & Associates’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
Q2 		– Sell
-6,987
Closed -$201K – 161
2019
Q1 		$201K Buy
+6,987
New +$187K 0.18% 144

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Wambolt & Associates's WMB Position: Q2 2019 in Review

Wambolt & Associates sold out of Williams Companies (WMB) in Q2 2019, closing a stake of 6,987 shares — an estimated $201K sold.

Wambolt & Associates first reported a position in WMB in Q1 2019 and held it in 1 quarter. The position peaked at $201K in Q1 2019. 836 funds tracked by Wall St. Rank hold WMB as of Q2 2019.

  • Wambolt & Associates reported no remaining Williams Companies position as of Q2 2019 after selling out during the quarter.
  • Wambolt & Associates sold 6,987 Williams Companies shares in Q2 2019, an estimated $201K.
  • Wambolt & Associates first reported a position in Williams Companies in Q1 2019 and held it in 1 quarter.
  • Wambolt & Associates's Williams Companies position peaked at $201K in Q1 2019.
  • 836 funds tracked by Wall St. Rank held Williams Companies as of Q2 2019.

Based on Wambolt & Associates's 13F filing for Q2 2019, filed 26 Jul 2019.