Salient Private Client’s Williams Companies WMB Stock Holding History

Salient Private Client’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	$1.28M	Sell	47,028 -175,887	-79%	-$5.1M	0.25%	69
2018 Q2	$6.04M	Buy	222,915 +10,729	+5%	+$283K	1.02%	29
2018 Q1	$5.28M	Buy	212,186 +188,659	+802%	+$5.57M	0.93%	38
2017 Q4	$717K	Buy	+23,527	New	+$684K	0.15%	79

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

HFA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Salient Private Client's WMB Position: Q3 2018 in Review

Salient Private Client reduced its Williams Companies (WMB) stake by 79% in Q3 2018, selling an estimated $5.1M and leaving 47,028 shares worth $1.28M. The position accounts for 0.25% of the portfolio, ranked #69.

Salient Private Client first reported a position in WMB in Q4 2017 and has held it in 4 quarters since. The position peaked at $6.04M in Q2 2018. 837 funds tracked by Wall St. Rank hold WMB as of Q3 2018.

Salient Private Client held 47,028 shares of Williams Companies worth $1.28M as of Q3 2018.
Salient Private Client sold 175,887 Williams Companies shares in Q3 2018, an estimated $5.1M.
Williams Companies made up 0.25% of Salient Private Client's portfolio in Q3 2018, its #69 holding.
Salient Private Client first reported a position in Williams Companies in Q4 2017 and has held it in 4 quarters since.
Salient Private Client's Williams Companies position peaked at $6.04M in Q2 2018.
837 funds tracked by Wall St. Rank held Williams Companies as of Q3 2018.

Based on Salient Private Client's 13F filing for Q3 2018, filed 14 Nov 2018.