Number of Shares
105,500.00
Current Holdings Value*
$6.30 Mil
% of Portfolio
2.55%
Total Estimate Gain
$2.68 Mil
% of Total Estimate Gain
76.56%

Advisors Capital Total Return - Equity Fund's Williams Companies Inc Holding Summary

As of 2025-03-31, Advisors Capital Total Return - Equity Fund held 105,500.00 shares of Williams Companies Inc(WMB), totaling $6.30 Mil. This investment constitutes 2.55% of their stock portfolio, and Advisors Capital Total Return - Equity Fund now holds 0.01% of the outstanding Williams Companies Inc(WMB) stock.

The initial trade took place in 2021Q2. And since then Advisors Capital Total Return - Equity Fund has made 14 purchases of WMB, at an average price of $33.21, for a total of 105,500.00 shares. Based on historical transaction data and WMB's current price of $58.64, Advisors Capital Total Return - Equity Fund's estimated gain on his WMB holdings is $2.68 Mil, reflecting a 76.56% gain to date.

Advisors Capital Total Return - Equity Fund WMB ($58.64) Holding Chart

Advisors Capital Total Return - Equity Fund WMB ($58.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1