Godshalk Welsh Capital Management’s Williams Companies WMB Stock Holding History

Godshalk Welsh Capital Management’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 Q1	–	Sell	-6,950	Closed	-$212K	–	117
2017 Q4	$212K	Sell	6,950 -1,050	-13%	-$30.5K	0.21%	116
2017 Q3	$240K	Buy	8,000 +550	+7%	+$16.7K	0.24%	118
2017 Q2	$226K	Hold	7,450	–	–	0.22%	121
2017 Q1	$220K	Hold	7,450	–	–	0.22%	124
2016 Q4	$232K	Sell	7,450 -500	-6%	-$15.1K	0.24%	120
2016 Q3	$244K	Buy	+7,950	New	+$211K	0.25%	116
2016 Q1	–	Sell	-8,850	Closed	-$227K	–	141
2015 Q4	$227K	Sell	8,850 -300	-3%	-$10.5K	0.24%	126
2015 Q3	$337K	Sell	9,150 -250	-3%	-$12.4K	0.37%	98
2015 Q2	$539K	Sell	9,400 -750	-7%	-$38.6K	0.55%	71
2015 Q1	$513K	Hold	10,150	–	–	0.52%	75
2014 Q4	$456K	Buy	+10,150	New	+$519K	0.42%	89

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Godshalk Welsh Capital Management's WMB Position: Q1 2018 in Review

Godshalk Welsh Capital Management sold out of Williams Companies (WMB) in Q1 2018, closing a stake of 6,950 shares — an estimated $212K sold.

Godshalk Welsh Capital Management first reported a position in WMB in Q4 2014 and held it in 11 quarters. The position peaked at $539K in Q2 2015. 723 funds tracked by Wall St. Rank hold WMB as of Q1 2018.

Godshalk Welsh Capital Management reported no remaining Williams Companies position as of Q1 2018 after selling out during the quarter.
Godshalk Welsh Capital Management sold 6,950 Williams Companies shares in Q1 2018, an estimated $212K.
Godshalk Welsh Capital Management first reported a position in Williams Companies in Q4 2014 and held it in 11 quarters.
Godshalk Welsh Capital Management's Williams Companies position peaked at $539K in Q2 2015.
723 funds tracked by Wall St. Rank held Williams Companies as of Q1 2018.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2018, filed 10 May 2018.