Poehling Capital Management’s Williams Companies WMB Stock Holding History

Poehling Capital 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
2018 Q3	–	Sell	-390	Closed	-$21K	–	258
2018 Q2	$21K	Buy	390 +350	+875%	+$9.23K	0.02%	194
2018 Q1	$1K	Hold	40	–	–	﹤0.01%	304
2017 Q4	$1K	Buy	+40	New	+$1.16K	﹤0.01%	281

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

Poehling Capital Management's WMB Position: Q3 2018 in Review

Poehling Capital Management sold out of Williams Companies (WMB) in Q3 2018, closing a stake of 390 shares — an estimated $21K sold.

Poehling Capital Management first reported a position in WMB in Q4 2017 and held it in 3 quarters. The position peaked at $21K in Q2 2018. 837 funds tracked by Wall St. Rank hold WMB as of Q3 2018.

Poehling Capital Management reported no remaining Williams Companies position as of Q3 2018 after selling out during the quarter.
Poehling Capital Management sold 390 Williams Companies shares in Q3 2018, an estimated $21K.
Poehling Capital Management first reported a position in Williams Companies in Q4 2017 and held it in 3 quarters.
Poehling Capital Management's Williams Companies position peaked at $21K in Q2 2018.
837 funds tracked by Wall St. Rank held Williams Companies as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.