WDL
WMB icon

Well Done LLC’s Williams Companies WMB Stock Holding History

Well Done 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
2019
Q1 		– Sell
-1,170
Closed -$26K – 652
2018
Q4 		$26K Buy
+1,170
New +$29.3K 0.01% 320
2018
Q2 		– Sell
-908
Closed -$23K – 520
2018
Q1 		$23K Buy
+908
New +$26.8K 0.01% 319

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Well Done LLC's WMB Position: Q1 2019 in Review

Well Done LLC sold out of Williams Companies (WMB) in Q1 2019, closing a stake of 1,170 shares — an estimated $26K sold.

Well Done LLC first reported a position in WMB in Q1 2018 and held it in 2 quarters. The position peaked at $26K in Q4 2018. 832 funds tracked by Wall St. Rank hold WMB as of Q1 2019.

  • Well Done LLC reported no remaining Williams Companies position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 1,170 Williams Companies shares in Q1 2019, an estimated $26K.
  • Well Done LLC first reported a position in Williams Companies in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's Williams Companies position peaked at $26K in Q4 2018.
  • 832 funds tracked by Wall St. Rank held Williams Companies as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.