Weil Company’s Williams Companies WMB Stock Holding History

Weil Company’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 Q4	–	Sell	-980	Closed	-$24K	–	338
2019 Q3	$24K	Buy	+980	New	+$24.7K	0.02%	231

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

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

TCA

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Weil Company's WMB Position: Q4 2019 in Review

Weil Company sold out of Williams Companies (WMB) in Q4 2019, closing a stake of 980 shares — an estimated $24K sold.

Weil Company first reported a position in WMB in Q3 2019 and held it in 1 quarter. The position peaked at $24K in Q3 2019. 842 funds tracked by Wall St. Rank hold WMB as of Q4 2019.

Weil Company reported no remaining Williams Companies position as of Q4 2019 after selling out during the quarter.
Weil Company sold 980 Williams Companies shares in Q4 2019, an estimated $24K.
Weil Company first reported a position in Williams Companies in Q3 2019 and held it in 1 quarter.
Weil Company's Williams Companies position peaked at $24K in Q3 2019.
842 funds tracked by Wall St. Rank held Williams Companies as of Q4 2019.

Based on Weil Company's 13F filing for Q4 2019, filed 13 Feb 2020.