Edge Advisors’s Williams Companies WMB Stock Holding History

Edge Advisors’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	$4.38M	Buy	161,706 +115,555	+250%	+$3.05M	0.39%	64
2018 Q1	$1.15M	Sell	46,151 -2,273	-5%	-$67.1K	0.11%	151
2017 Q4	$1.48M	Buy	48,424 +25,127	+108%	+$731K	0.14%	128
2017 Q3	$699K	Sell	23,297 -2,040	-8%	-$62.1K	0.08%	182
2017 Q2	$766K	Sell	25,337 -9,518	-27%	-$284K	0.09%	175
2017 Q1	$1.03M	Sell	34,855 -4,554	-12%	-$132K	0.13%	152
2016 Q4	$1.23M	Buy	+39,409	New	+$1.19M	0.16%	131

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

Edge Advisors's WMB Position: Q2 2018 in Review

Edge Advisors increased its Williams Companies (WMB) stake by 250% in Q2 2018, buying an estimated $3.05M and bringing the position to 161,706 shares worth $4.38M. The position accounts for 0.39% of the portfolio, ranked #64.

Edge Advisors first reported a position in WMB in Q4 2016 and has held it in 7 quarters since. 729 funds tracked by Wall St. Rank hold WMB as of Q2 2018.

Edge Advisors held 161,706 shares of Williams Companies worth $4.38M as of Q2 2018.
Edge Advisors bought 115,555 Williams Companies shares in Q2 2018, an estimated $3.05M.
Williams Companies made up 0.39% of Edge Advisors's portfolio in Q2 2018, its #64 holding.
Edge Advisors first reported a position in Williams Companies in Q4 2016 and has held it in 7 quarters since.
729 funds tracked by Wall St. Rank held Williams Companies as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.