EA
WMB icon

Evanston Advisors’s Williams Companies WMB Stock Holding History

Evanston 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 		– Sell
-273,400
Closed -$6.8M – 73
2018
Q1 		$6.8M Buy
273,400
+6,928
+3% +$204K 1.58% 36
2017
Q4 		$8.13M Buy
266,472
+4,507
+2% +$131K 1.95% 28
2017
Q3 		$7.86M Buy
261,965
+1,144
+0.4% +$34.8K 1.89% 27
2017
Q2 		$7.9M Buy
260,821
+2,822
+1% +$84.1K 1.94% 16
2017
Q1 		$7.63M Buy
+257,999
New +$7.46M 2.07% 19

Other funds holding WMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
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

Evanston Advisors's WMB Position: Q2 2018 in Review

Evanston Advisors sold out of Williams Companies (WMB) in Q2 2018, closing a stake of 273,400 shares — an estimated $6.8M sold.

Evanston Advisors first reported a position in WMB in Q1 2017 and held it in 5 quarters. The position peaked at $8.13M in Q4 2017. 729 funds tracked by Wall St. Rank hold WMB as of Q2 2018.

  • Evanston Advisors reported no remaining Williams Companies position as of Q2 2018 after selling out during the quarter.
  • Evanston Advisors sold 273,400 Williams Companies shares in Q2 2018, an estimated $6.8M.
  • Evanston Advisors first reported a position in Williams Companies in Q1 2017 and held it in 5 quarters.
  • Evanston Advisors's Williams Companies position peaked at $8.13M in Q4 2017.
  • 729 funds tracked by Wall St. Rank held Williams Companies as of Q2 2018.

Based on Evanston Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.