L.J. Altfest & Co’s Williams Companies WMB Stock Holding History

L.J. Altfest & Co’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	-22,954	Closed	-$700K	–	172
2017 Q4	$700K	Sell	22,954 -21,301	-48%	-$619K	0.27%	83
2017 Q3	$1.33M	Buy	44,255 +19,027	+75%	+$579K	0.65%	39
2017 Q2	$764K	Buy	25,228 +2,456	+11%	+$73.2K	0.46%	65
2017 Q1	$674K	Buy	+22,772	New	+$658K	0.27%	71

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

L.J. Altfest & Co's WMB Position: Q1 2018 in Review

L.J. Altfest & Co sold out of Williams Companies (WMB) in Q1 2018, closing a stake of 22,954 shares — an estimated $700K sold.

L.J. Altfest & Co first reported a position in WMB in Q1 2017 and held it in 4 quarters. The position peaked at $1.33M in Q3 2017. 722 funds tracked by Wall St. Rank hold WMB as of Q1 2018.

L.J. Altfest & Co reported no remaining Williams Companies position as of Q1 2018 after selling out during the quarter.
L.J. Altfest & Co sold 22,954 Williams Companies shares in Q1 2018, an estimated $700K.
L.J. Altfest & Co first reported a position in Williams Companies in Q1 2017 and held it in 4 quarters.
L.J. Altfest & Co's Williams Companies position peaked at $1.33M in Q3 2017.
722 funds tracked by Wall St. Rank held Williams Companies as of Q1 2018.

Based on L.J. Altfest & Co's 13F filing for Q1 2018, filed 10 May 2018.