BC
WMB icon

Brinker Capital’s Williams Companies WMB Stock Holding History

Brinker Capital’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
2020
Q2 		$955K Buy
50,211
+10,648
+27% +$198K 0.03% 509
2020
Q1 		$560K Buy
39,563
+23,875
+152% +$462K 0.02% 604
2019
Q4 		$372K Buy
15,688
+1,444
+10% +$33.1K 0.01% 797
2019
Q3 		$343K Buy
14,244
+2,527
+22% +$63.7K 0.01% 786
2019
Q2 		$329K Sell
11,717
-31,018
-73% -$862K 0.01% 796
2019
Q1 		$1.23M Buy
42,735
+31,751
+289% +$851K 0.05% 392
2018
Q4 		$242K Sell
10,984
-3,199
-23% -$80K 0.01% 790
2018
Q3 		$386K Buy
+14,183
New +$412K 0.01% 799

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return