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Westbourne Investment Advisors’s Williams Companies WMB Stock Holding History

Westbourne Investment 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
-5,378
Closed -$146K – 155
2018
Q3 		$146K Buy
+5,378
New +$156K 0.11% 110

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Westbourne Investment Advisors's WMB Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Williams Companies (WMB) in Q4 2018, closing a stake of 5,378 shares — an estimated $146K sold.

Westbourne Investment Advisors first reported a position in WMB in Q3 2018 and held it in 1 quarter. The position peaked at $146K in Q3 2018. 792 funds tracked by Wall St. Rank hold WMB as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Williams Companies position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 5,378 Williams Companies shares in Q4 2018, an estimated $146K.
  • Westbourne Investment Advisors first reported a position in Williams Companies in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's Williams Companies position peaked at $146K in Q3 2018.
  • 792 funds tracked by Wall St. Rank held Williams Companies as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.