Lucus Advisors’s Williams Companies WMB Stock Holding History

Lucus Advisors’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
2017 Q4	–	Sell	-11,593	Closed	-$348K	–	256
2017 Q3	$348K	Buy	+11,593	New	+$353K	0.49%	101

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TCA

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

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

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

Lucus Advisors's WMB Position: Q4 2017 in Review

Lucus Advisors sold out of Williams Companies (WMB) in Q4 2017, closing a stake of 11,593 shares — an estimated $348K sold.

Lucus Advisors first reported a position in WMB in Q3 2017 and held it in 1 quarter. The position peaked at $348K in Q3 2017. 731 funds tracked by Wall St. Rank hold WMB as of Q4 2017.

Lucus Advisors reported no remaining Williams Companies position as of Q4 2017 after selling out during the quarter.
Lucus Advisors sold 11,593 Williams Companies shares in Q4 2017, an estimated $348K.
Lucus Advisors first reported a position in Williams Companies in Q3 2017 and held it in 1 quarter.
Lucus Advisors's Williams Companies position peaked at $348K in Q3 2017.
731 funds tracked by Wall St. Rank held Williams Companies as of Q4 2017.

Based on Lucus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.