Yorkville Capital Management’s Williams Companies WMB Stock Holding History

Yorkville 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
2017 Q4	$1.04M	Buy	34,258 +11,723	+52%	+$341K	1.26%	28
2017 Q3	$676K	Sell	22,535 -175	-0.8%	-$5.33K	0.78%	30
2017 Q2	$688K	Sell	22,710 -1,502	-6%	-$44.7K	0.77%	34
2017 Q1	$716K	Sell	24,212 -3,118	-11%	-$90.1K	0.7%	32
2016 Q4	$851K	Buy	+27,330	New	+$824K	0.85%	32
2016 Q2	$532K	Sell	24,591 -305	-1%	-$6.12K	0.57%	36
2016 Q1	$400K	Sell	24,896 -1,527	-6%	-$26.3K	0.52%	35
2015 Q4	$679K	Sell	26,423 -904	-3%	-$31.6K	0.79%	27
2015 Q3	$1.01M	Buy	27,327 +20,080	+277%	+$1,000K	1.01%	22
2015 Q2	$415K	Sell	7,247 -39,173	-84%	-$2.02M	0.29%	37
2015 Q1	$2.35M	Buy	46,420 +3,038	+7%	+$141K	1.61%	20
2014 Q4	$1.95M	Buy	43,382 +1,435	+3%	+$73.4K	1.36%	21
2014 Q3	$2.32M	Buy	41,947 +7,351	+21%	+$422K	1.34%	22
2014 Q2	$2.01M	Buy	+34,596	New	+$1.6M	1.24%	23

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $344B AUM 42.99% 1-Year Est. Return

TCA

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Yorkville Capital Management's WMB Position: Q4 2017 in Review

Yorkville Capital Management increased its Williams Companies (WMB) stake by 52% in Q4 2017, buying an estimated $341K and bringing the position to 34,258 shares worth $1.04M. The position accounts for 1.26% of the portfolio, ranked #28.

Yorkville Capital Management first reported a position in WMB in Q2 2014 and has held it in 14 quarters since. The position peaked at $2.35M in Q1 2015. 731 funds tracked by Wall St. Rank hold WMB as of Q4 2017.

Yorkville Capital Management held 34,258 shares of Williams Companies worth $1.04M as of Q4 2017.
Yorkville Capital Management bought 11,723 Williams Companies shares in Q4 2017, an estimated $341K.
Williams Companies made up 1.26% of Yorkville Capital Management's portfolio in Q4 2017, its #28 holding.
Yorkville Capital Management first reported a position in Williams Companies in Q2 2014 and has held it in 14 quarters since.
Yorkville Capital Management's Williams Companies position peaked at $2.35M in Q1 2015.
731 funds tracked by Wall St. Rank held Williams Companies as of Q4 2017.

Based on Yorkville Capital Management's 13F filing for Q4 2017, filed 16 Feb 2018.