Kaizen Advisory’s Williams Companies WMB Stock Holding History

Kaizen Advisory’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	$71K	Buy	3,218 +1,166	+57%	+$29.2K	0.05%	270
2018 Q3	$56K	Hold	2,052	–	–	0.03%	314
2018 Q2	$56K	Buy	2,052 +1,280	+166%	+$33.8K	0.03%	314
2018 Q1	$19K	Hold	772	–	–	0.02%	348
2017 Q4	$24K	Buy	+772	New	+$22.5K	0.01%	295

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

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kaizen Advisory's WMB Position: Q4 2018 in Review

Kaizen Advisory increased its Williams Companies (WMB) stake by 57% in Q4 2018, buying an estimated $29.2K and bringing the position to 3,218 shares worth $71K. The position accounts for 0.05% of the portfolio, ranked #270.

Kaizen Advisory first reported a position in WMB in Q4 2017 and has held it in 5 quarters since. 791 funds tracked by Wall St. Rank hold WMB as of Q4 2018.

Kaizen Advisory held 3,218 shares of Williams Companies worth $71K as of Q4 2018.
Kaizen Advisory bought 1,166 Williams Companies shares in Q4 2018, an estimated $29.2K.
Williams Companies made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #270 holding.
Kaizen Advisory first reported a position in Williams Companies in Q4 2017 and has held it in 5 quarters since.
791 funds tracked by Wall St. Rank held Williams Companies as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.