David A. Lorber’s Williams Companies WMB Stock Holding History

David A. Lorber’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
2017 Q2	–	Sell	-1,303	Closed	-$39K	–	44
2017 Q1	$39K	Sell	1,303 -777	-37%	-$22.5K	0.68%	30
2016 Q4	$65K	Buy	+2,080	New	+$62.7K	1.1%	20

Other funds holding WMB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

David A. Lorber's WMB Position: Q2 2017 in Review

David A. Lorber sold out of Williams Companies (WMB) in Q2 2017, closing a stake of 1,303 shares — an estimated $39K sold.

David A. Lorber first reported a position in WMB in Q4 2016 and held it in 2 quarters. The position peaked at $65K in Q4 2016. 703 funds tracked by Wall St. Rank hold WMB as of Q2 2017.

David A. Lorber reported no remaining Williams Companies position as of Q2 2017 after selling out during the quarter.
David A. Lorber sold 1,303 Williams Companies shares in Q2 2017, an estimated $39K.
David A. Lorber first reported a position in Williams Companies in Q4 2016 and held it in 2 quarters.
David A. Lorber's Williams Companies position peaked at $65K in Q4 2016.
703 funds tracked by Wall St. Rank held Williams Companies as of Q2 2017.

Based on David A. Lorber's 13F filing for Q2 2017, filed 14 Aug 2017.