BPCM
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Beach Point Capital Management’s Williams Companies WMB Stock Holding History

Beach Point Capital Management’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
Q3 		– Sell
-517,200
Closed -$14M – 37
2018
Q2 		$14M Buy
+517,200
New +$13.6M 2.86% 16

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Beach Point Capital Management's WMB Position: Q3 2018 in Review

Beach Point Capital Management sold out of Williams Companies (WMB) in Q3 2018, closing a stake of 517,200 shares — an estimated $14M sold.

Beach Point Capital Management first reported a position in WMB in Q2 2018 and held it in 1 quarter. The position peaked at $14M in Q2 2018. 837 funds tracked by Wall St. Rank hold WMB as of Q3 2018.

  • Beach Point Capital Management reported no remaining Williams Companies position as of Q3 2018 after selling out during the quarter.
  • Beach Point Capital Management sold 517,200 Williams Companies shares in Q3 2018, an estimated $14M.
  • Beach Point Capital Management first reported a position in Williams Companies in Q2 2018 and held it in 1 quarter.
  • Beach Point Capital Management's Williams Companies position peaked at $14M in Q2 2018.
  • 837 funds tracked by Wall St. Rank held Williams Companies as of Q3 2018.

Based on Beach Point Capital Management's 13F filing for Q3 2018, filed 7 Nov 2018.