FSA
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Franklin Street Advisors’s Williams Companies WMB Stock Holding History

Franklin Street 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
Q4 		– Sell
-12,990
Closed -$353K – 163
2018
Q3 		$353K Hold
12,990
– – 0.05% 120
2018
Q2 		$352K Buy
+12,990
New +$343K 0.05% 120
2018
Q1 		– Sell
-8,000
Closed -$244K – 173
2017
Q4 		$244K Hold
8,000
– – 0.04% 144
2017
Q3 		$240K Hold
8,000
– – 0.04% 133
2017
Q2 		$242K Hold
8,000
– – 0.04% 127
2017
Q1 		$237K Hold
8,000
– – 0.04% 143
2016
Q4 		$249K Sell
8,000
-109
-1% -$3.29K 0.04% 153
2016
Q3 		$249K Buy
+8,109
New +$215K 0.05% 162

Other funds holding WMB

BlackRock
BlackRock New York $5.7T 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
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
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 $1.47T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return