Muhlenkamp & Co’s Williams Companies WMB Stock Holding History

Muhlenkamp & 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	-15,000	Closed	-$457K	–	65
2017 Q4	$457K	Hold	15,000	–	–	0.14%	51
2017 Q3	$450K	Hold	15,000	–	–	0.14%	50
2017 Q2	$454K	Hold	15,000	–	–	0.14%	53
2017 Q1	$444K	Hold	15,000	–	–	0.14%	56
2016 Q4	$467K	Buy	+15,000	New	+$452K	0.15%	57

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

Muhlenkamp & Co's WMB Position: Q1 2016 in Review

Muhlenkamp & Co sold out of Williams Companies (WMB) in Q1 2016, closing a stake of 8,365 shares — an estimated $215K sold.

Muhlenkamp & Co first reported a position in WMB in Q4 2015 and held it in 1 quarter. The position peaked at $215K in Q4 2015. 605 funds tracked by Wall St. Rank hold WMB as of Q1 2016.

Muhlenkamp & Co reported no remaining Williams Companies position as of Q1 2016 after selling out during the quarter.
Muhlenkamp & Co sold 8,365 Williams Companies shares in Q1 2016, an estimated $215K.
Muhlenkamp & Co first reported a position in Williams Companies in Q4 2015 and held it in 1 quarter.
Muhlenkamp & Co's Williams Companies position peaked at $215K in Q4 2015.
605 funds tracked by Wall St. Rank held Williams Companies as of Q1 2016.

Based on Muhlenkamp & Co's 13F filing for Q1 2016, filed 12 May 2016.