Whitener Capital Management’s Williams Companies WMB Stock Holding History

Whitener 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
2019 Q4	–	Sell	-4,510	Closed	-$108K	–	435
2019 Q3	$108K	Sell	4,510 -150	-3%	-$3.78K	0.06%	159
2019 Q2	$130K	Hold	4,660	–	–	0.07%	155
2019 Q1	$133K	Sell	4,660 -931	-17%	-$25K	0.09%	139
2018 Q4	$123K	Sell	5,591 -510	-8%	-$12.8K	0.09%	141
2018 Q3	$165K	Buy	+6,101	New	+$177K	0.11%	137
2018 Q2	–	Sell	-6,527	Closed	-$162K	–	408
2018 Q1	$162K	Sell	6,527 -1,753	-21%	-$51.7K	0.12%	132
2017 Q4	$252K	Buy	+8,280	New	+$241K	0.22%	101

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Whitener Capital Management's WMB Position: Q4 2019 in Review

Whitener Capital Management sold out of Williams Companies (WMB) in Q4 2019, closing a stake of 4,510 shares — an estimated $108K sold.

Whitener Capital Management first reported a position in WMB in Q4 2017 and held it in 7 quarters. The position peaked at $252K in Q4 2017. 843 funds tracked by Wall St. Rank hold WMB as of Q4 2019.

Whitener Capital Management reported no remaining Williams Companies position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 4,510 Williams Companies shares in Q4 2019, an estimated $108K.
Whitener Capital Management first reported a position in Williams Companies in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Williams Companies position peaked at $252K in Q4 2017.
843 funds tracked by Wall St. Rank held Williams Companies as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.