BTC Capital Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-60,799
| Closed | -$1.56M | – | 174 |
|
|
2015
Q4 | $1.56M | Buy |
60,799
+7,882
| +15% | +$202K | 0.36% | 97 |
|
|
2015
Q3 | $1.95M | Buy |
52,917
+14,167
| +37% | +$521K | 0.47% | 86 |
|
|
2015
Q2 | $2.22M | Sell |
38,750
-6,502
| -14% | -$372K | 0.52% | 81 |
|
|
2015
Q1 | $2.29M | Buy |
45,252
+1,408
| +3% | +$71.3K | 0.53% | 85 |
|
|
2014
Q4 | $1.97M | Buy |
43,844
+10,833
| +33% | +$487K | 0.49% | 88 |
|
|
2014
Q3 | $1.83M | Buy |
+33,011
| New | +$1.83M | 0.46% | 90 |
|