Hollow Brook Wealth Management’s Williams Companies WMB Stock Holding History

Hollow Brook Wealth 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 Q2	–	Sell	-97,753	Closed	-$2.43M	–	61
2018 Q1	$2.43M	Buy	+97,753	New	+$2.88M	1.95%	22
2016 Q1	–	Sell	-300,141	Closed	-$7.71M	–	58
2015 Q4	$7.71M	Buy	300,141 +133,185	+80%	+$4.65M	3.83%	10
2015 Q3	$6.15M	Buy	+166,956	New	+$8.31M	2.94%	15

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 $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

TCA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

KSCM

King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return

Hollow Brook Wealth Management's WMB Position: Q2 2018 in Review

Hollow Brook Wealth Management sold out of Williams Companies (WMB) in Q2 2018, closing a stake of 97,753 shares — an estimated $2.43M sold.

Hollow Brook Wealth Management first reported a position in WMB in Q3 2015 and held it in 3 quarters. The position peaked at $7.71M in Q4 2015. 729 funds tracked by Wall St. Rank hold WMB as of Q2 2018.

Hollow Brook Wealth Management reported no remaining Williams Companies position as of Q2 2018 after selling out during the quarter.
Hollow Brook Wealth Management sold 97,753 Williams Companies shares in Q2 2018, an estimated $2.43M.
Hollow Brook Wealth Management first reported a position in Williams Companies in Q3 2015 and held it in 3 quarters.
Hollow Brook Wealth Management's Williams Companies position peaked at $7.71M in Q4 2015.
729 funds tracked by Wall St. Rank held Williams Companies as of Q2 2018.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.