D. Scott Neal’s Williams Companies WMB Stock Holding History

D. Scott Neal’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 Q2	–	Sell	-165	Closed	-$4K	–	161
2018 Q1	$4K	Hold	165	–	–	﹤0.01%	144
2017 Q4	$5K	Hold	165	–	–	﹤0.01%	139
2017 Q3	$5K	Hold	165	–	–	﹤0.01%	152
2017 Q2	$5K	Hold	165	–	–	﹤0.01%	157
2017 Q1	$5K	Buy	+165	New	+$4.77K	﹤0.01%	135

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

D. Scott Neal's WMB Position: Q2 2018 in Review

D. Scott Neal sold out of Williams Companies (WMB) in Q2 2018, closing a stake of 165 shares — an estimated $4K sold.

D. Scott Neal first reported a position in WMB in Q1 2017 and held it in 5 quarters. The position peaked at $5K in Q4 2017. 729 funds tracked by Wall St. Rank hold WMB as of Q2 2018.

D. Scott Neal reported no remaining Williams Companies position as of Q2 2018 after selling out during the quarter.
D. Scott Neal sold 165 Williams Companies shares in Q2 2018, an estimated $4K.
D. Scott Neal first reported a position in Williams Companies in Q1 2017 and held it in 5 quarters.
D. Scott Neal's Williams Companies position peaked at $5K in Q4 2017.
729 funds tracked by Wall St. Rank held Williams Companies as of Q2 2018.

Based on D. Scott Neal's 13F filing for Q2 2018, filed 15 Aug 2018.