Fort LP’s Williams Companies WMB Stock Holding History

Fort LP’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
2019 Q2	–	Sell	-218	Closed	-$6K	–	495
2019 Q1	$6K	Buy	+218	New	+$5.84K	﹤0.01%	430
2018 Q4	–	Sell	-4,735	Closed	-$129K	–	501
2018 Q3	$129K	Buy	+4,735	New	+$137K	0.03%	262

Other funds holding WMB

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 $3.38T AUM 44.17% 1-Year Est. Return

TCA

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Fort LP's WMB Position: Q2 2019 in Review

Fort LP sold out of Williams Companies (WMB) in Q2 2019, closing a stake of 218 shares — an estimated $6K sold.

Fort LP first reported a position in WMB in Q3 2018 and held it in 2 quarters. The position peaked at $129K in Q3 2018. 836 funds tracked by Wall St. Rank hold WMB as of Q2 2019.

Fort LP reported no remaining Williams Companies position as of Q2 2019 after selling out during the quarter.
Fort LP sold 218 Williams Companies shares in Q2 2019, an estimated $6K.
Fort LP first reported a position in Williams Companies in Q3 2018 and held it in 2 quarters.
Fort LP's Williams Companies position peaked at $129K in Q3 2018.
836 funds tracked by Wall St. Rank held Williams Companies as of Q2 2019.

Based on Fort LP's 13F filing for Q2 2019, filed 13 Aug 2019.