Congress Park Capital’s Williams Companies WMB Stock Holding History

Congress Park Capital’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 Q2	–	Sell	-7,800	Closed	-$224K	–	97
2019 Q1	$224K	Buy	+7,800	New	+$209K	0.19%	86
2018 Q4	–	Sell	-7,800	Closed	-$212K	–	103
2018 Q3	$212K	Hold	7,800	–	–	0.19%	96
2018 Q2	$211K	Buy	+7,800	New	+$206K	0.2%	93
2018 Q1	–	Sell	-7,800	Closed	-$238K	–	101
2017 Q4	$238K	Buy	+7,800	New	+$227K	0.24%	87

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Congress Park Capital's WMB Position: Q2 2019 in Review

Congress Park Capital sold out of Williams Companies (WMB) in Q2 2019, closing a stake of 7,800 shares — an estimated $224K sold.

Congress Park Capital first reported a position in WMB in Q4 2017 and held it in 4 quarters. The position peaked at $238K in Q4 2017. 836 funds tracked by Wall St. Rank hold WMB as of Q2 2019.

Congress Park Capital reported no remaining Williams Companies position as of Q2 2019 after selling out during the quarter.
Congress Park Capital sold 7,800 Williams Companies shares in Q2 2019, an estimated $224K.
Congress Park Capital first reported a position in Williams Companies in Q4 2017 and held it in 4 quarters.
Congress Park Capital's Williams Companies position peaked at $238K in Q4 2017.
836 funds tracked by Wall St. Rank held Williams Companies as of Q2 2019.

Based on Congress Park Capital's 13F filing for Q2 2019, filed 2 Aug 2019.