LM
WMB icon

Luminus Management’s Williams Companies WMB Stock Holding History

Luminus Management’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
2014
Q4 		– Sell
-320,000
Closed -$17.7M – 165
2014
Q3 		$17.7M Buy
+320,000
New +$18.4M 0.57% 39

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Luminus Management's WMB Position: Q2 2018 in Review

Luminus Management sold out of Williams Companies (WMB) in Q2 2018, closing a stake of 200,000 shares — an estimated $4.97M sold.

Luminus Management first reported a position in WMB in Q3 2013 and held it in 12 quarters. The position peaked at $38.8M in Q2 2014. 729 funds tracked by Wall St. Rank hold WMB as of Q2 2018.

  • Luminus Management reported no remaining Williams Companies position as of Q2 2018 after selling out during the quarter.
  • Luminus Management sold 200,000 Williams Companies shares in Q2 2018, an estimated $4.97M.
  • Luminus Management first reported a position in Williams Companies in Q3 2013 and held it in 12 quarters.
  • Luminus Management's Williams Companies position peaked at $38.8M in Q2 2014.
  • 729 funds tracked by Wall St. Rank held Williams Companies as of Q2 2018.

Based on Luminus Management's 13F filing for Q2 2018, filed 14 Aug 2018.