E. Ohman J:or Asset Management’s Williams Companies WMB Stock Holding History

E. Ohman J:or Asset 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 Q2	–	Sell	-18,400	Closed	-$457K	–	529
2018 Q1	$457K	Hold	18,400	–	–	0.04%	261
2017 Q4	$561K	Sell	18,400 -5,200	-22%	-$151K	0.05%	239
2017 Q3	$708K	Buy	23,600 +700	+3%	+$21.3K	0.06%	197
2017 Q2	$693K	Hold	22,900	–	–	0.07%	198
2017 Q1	$678K	Buy	22,900 +7,700	+51%	+$223K	0.08%	202
2016 Q4	$473K	Hold	15,200	–	–	0.07%	224
2016 Q3	$467K	Hold	15,200	–	–	0.07%	213
2016 Q2	$329K	Hold	15,200	–	–	0.05%	251
2016 Q1	$244K	Hold	15,200	–	–	0.04%	291
2015 Q4	$391K	Buy	15,200 +3,000	+25%	+$105K	0.07%	209
2015 Q3	$450K	Sell	12,200 -3,200	-21%	-$159K	0.12%	159
2015 Q2	$884K	Hold	15,400	–	–	0.21%	105
2015 Q1	$779K	Hold	15,400	–	–	0.18%	117
2014 Q4	$699K	Hold	15,400	–	–	0.17%	130
2014 Q3	$852K	Hold	15,400	–	–	0.21%	102
2014 Q2	$896K	Hold	15,400	–	–	0.22%	103
2014 Q1	$625K	Sell	15,400 -2,000	-11%	-$81K	0.16%	141
2013 Q4	$668K	Hold	17,400	–	–	0.16%	135
2013 Q3	$633K	Buy	17,400 +2,500	+17%	+$87.6K	0.16%	133
2013 Q2	$484K	Buy	+14,900	New	+$536K	0.13%	167

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

E. Ohman J:or Asset Management's WMB Position: Q2 2018 in Review

E. Ohman J:or Asset Management sold out of Williams Companies (WMB) in Q2 2018, closing a stake of 18,400 shares — an estimated $457K sold.

E. Ohman J:or Asset Management first reported a position in WMB in Q2 2013 and held it in 20 quarters. The position peaked at $896K in Q2 2014. 729 funds tracked by Wall St. Rank hold WMB as of Q2 2018.

E. Ohman J:or Asset Management reported no remaining Williams Companies position as of Q2 2018 after selling out during the quarter.
E. Ohman J:or Asset Management sold 18,400 Williams Companies shares in Q2 2018, an estimated $457K.
E. Ohman J:or Asset Management first reported a position in Williams Companies in Q2 2013 and held it in 20 quarters.
E. Ohman J:or Asset Management's Williams Companies position peaked at $896K in Q2 2014.
729 funds tracked by Wall St. Rank held Williams Companies as of Q2 2018.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2018, filed 5 Apr 2024.