Landaas & Company’s Williams Companies WMB Stock Holding History

Landaas & Company’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	–	Sell	-750	Closed	-$20K	–	310
2018 Q2	$20K	Buy	+750	New	+$19.8K	0.02%	225
2018 Q1	–	Sell	-750	Closed	-$23K	–	304
2017 Q4	$23K	Hold	750	–	–	0.02%	207
2017 Q3	$23K	Buy	+750	New	+$22.8K	0.02%	205

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 $3.38T AUM 44.17% 1-Year Est. Return

TCA

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

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

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Landaas & Company's WMB Position: Q3 2018 in Review

Landaas & Company sold out of Williams Companies (WMB) in Q3 2018, closing a stake of 750 shares — an estimated $20K sold.

Landaas & Company first reported a position in WMB in Q3 2017 and held it in 3 quarters. The position peaked at $23K in Q4 2017. 837 funds tracked by Wall St. Rank hold WMB as of Q3 2018.

Landaas & Company reported no remaining Williams Companies position as of Q3 2018 after selling out during the quarter.
Landaas & Company sold 750 Williams Companies shares in Q3 2018, an estimated $20K.
Landaas & Company first reported a position in Williams Companies in Q3 2017 and held it in 3 quarters.
Landaas & Company's Williams Companies position peaked at $23K in Q4 2017.
837 funds tracked by Wall St. Rank held Williams Companies as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.