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KHP Capital’s Williams Companies WMB Stock Holding History

KHP Capital’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
Q3 		$589K Buy
21,666
+15,566
+255% +$452K 0.36% 38
2018
Q2 		$165K Hold
6,100
– – 0.11% 69
2018
Q1 		$152K Buy
+6,100
New +$180K 0.11% 71

Other funds holding WMB

BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
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

KHP Capital's WMB Position: Q3 2018 in Review

KHP Capital increased its Williams Companies (WMB) stake by 255% in Q3 2018, buying an estimated $452K and bringing the position to 21,666 shares worth $589K. The position accounts for 0.36% of the portfolio, ranked #38.

KHP Capital first reported a position in WMB in Q1 2018 and has held it in 3 quarters since. 837 funds tracked by Wall St. Rank hold WMB as of Q3 2018.

  • KHP Capital held 21,666 shares of Williams Companies worth $589K as of Q3 2018.
  • KHP Capital bought 15,566 Williams Companies shares in Q3 2018, an estimated $452K.
  • Williams Companies made up 0.36% of KHP Capital's portfolio in Q3 2018, its #38 holding.
  • KHP Capital first reported a position in Williams Companies in Q1 2018 and has held it in 3 quarters since.
  • 837 funds tracked by Wall St. Rank held Williams Companies as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.