VIA
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Vantage Investment Advisors’s Williams Companies WMB Stock Holding History

Vantage Investment 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
2018
Q3 		$27K Hold
1,000
– – 0.01% 373
2018
Q2 		$27K Hold
1,000
– – 0.01% 364
2018
Q1 		$25K Hold
1,000
– – 0.01% 390
2017
Q4 		$30K Hold
1,000
– – 0.01% 387
2017
Q3 		$30K Hold
1,000
– – 0.01% 368
2017
Q2 		$30K Hold
1,000
– – 0.01% 356
2017
Q1 		$30K Sell
1,000
-250
-20% -$7.23K 0.01% 333
2016
Q4 		$39K Sell
1,250
-862
-41% -$26K 0.02% 285
2016
Q3 		$65K Buy
2,112
+10
+0.5% +$265 0.03% 214
2016
Q2 		$45K Buy
+2,102
New +$42.2K 0.02% 275

Other funds holding WMB

BlackRock
BlackRock New York $5.7T 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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return