Elkhorn Investments’s Williams Companies WMB Stock Holding History

Elkhorn Investments’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 Q1	–	Sell	-47,123	Closed	-$1.47M	–	175
2016 Q4	$1.47M	Buy	+47,123	New	+$1.42M	1.71%	3

Other funds holding WMB

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

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

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

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

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

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

TCA

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

HFA

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

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

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Elkhorn Investments's WMB Position: Q1 2017 in Review

Elkhorn Investments sold out of Williams Companies (WMB) in Q1 2017, closing a stake of 47,123 shares — an estimated $1.47M sold.

Elkhorn Investments first reported a position in WMB in Q4 2016 and held it in 1 quarter. The position peaked at $1.47M in Q4 2016. 701 funds tracked by Wall St. Rank hold WMB as of Q1 2017.

Elkhorn Investments reported no remaining Williams Companies position as of Q1 2017 after selling out during the quarter.
Elkhorn Investments sold 47,123 Williams Companies shares in Q1 2017, an estimated $1.47M.
Elkhorn Investments first reported a position in Williams Companies in Q4 2016 and held it in 1 quarter.
Elkhorn Investments's Williams Companies position peaked at $1.47M in Q4 2016.
701 funds tracked by Wall St. Rank held Williams Companies as of Q1 2017.

Based on Elkhorn Investments's 13F filing for Q1 2017, filed 2 May 2017.