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Cornerstone Advisors (Washington)’s Williams Companies WMB Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		$128K Buy
6,502
+674
+12% +$13.7K 0.01% 151
2020
Q2 		$111K Buy
5,828
+766
+15% +$14.3K 0.01% 156
2020
Q1 		$72K Buy
5,062
+3,485
+221% +$67.5K 0.01% 179
2019
Q4 		$37K Buy
1,577
+290
+23% +$6.64K ﹤0.01% 283
2019
Q3 		$31K Sell
1,287
-473
-27% -$11.9K ﹤0.01% 285
2019
Q2 		$49K Buy
1,760
+458
+35% +$12.7K ﹤0.01% 408
2019
Q1 		$37K Buy
1,302
+562
+76% +$15.1K ﹤0.01% 458
2018
Q4 		$16K Buy
740
+161
+28% +$4.03K ﹤0.01% 554
2018
Q3 		$16K Buy
579
+66
+13% +$1.92K 0.01% 570
2018
Q2 		$14K Hold
513
– – 0.01% 559
2018
Q1 		$13K Hold
513
– – 0.01% 558
2017
Q4 		$16K Sell
513
-103
-17% -$3K 0.01% 521
2017
Q3 		$18K Buy
616
+13
+2% +$396 0.01% 506
2017
Q2 		$18K Sell
603
-15
-2% -$447 0.01% 509
2017
Q1 		$18K Buy
618
+90
+17% +$2.6K 0.01% 516
2016
Q4 		$16K Sell
528
-716
-58% -$21.6K 0.01% 539
2016
Q3 		$38K Buy
1,244
+801
+181% +$21.3K 0.03% 305
2016
Q2 		$10K Sell
443
-34
-7% -$683 0.01% 430
2016
Q1 		$8K Buy
477
+3
+0.6% +$52 0.01% 464
2015
Q4 		$12K Buy
474
+437
+1,181% +$15.3K 0.01% 416
2015
Q3 		$1K Sell
37
-30
-45% -$1.49K ﹤0.01% 851
2015
Q2 		$4K Hold
67
– – ﹤0.01% 477
2015
Q1 		$3K Hold
67
– – ﹤0.01% 551
2014
Q4 		$3K Buy
+67
New +$3.43K ﹤0.01% 520
2014
Q3 		– Sell
-15
Closed -$1K – 653
2014
Q2 		$1K Hold
15
– – ﹤0.01% 621
2014
Q1 		$1K Buy
+15
New +$608 ﹤0.01% 558

Other funds holding WMB

BlackRock
BlackRock New York $5.72T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Cornerstone Advisors (Washington)'s WMB Position: Q3 2020 in Review

Cornerstone Advisors (Washington) increased its Williams Companies (WMB) stake by 12% in Q3 2020, buying an estimated $13.7K and bringing the position to 6,502 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #151.

Cornerstone Advisors (Washington) first reported a position in WMB in Q1 2014 and has held it in 26 quarters since. 808 funds tracked by Wall St. Rank hold WMB as of Q3 2020.

  • Cornerstone Advisors (Washington) held 6,502 shares of Williams Companies worth $128K as of Q3 2020.
  • Cornerstone Advisors (Washington) bought 674 Williams Companies shares in Q3 2020, an estimated $13.7K.
  • Williams Companies made up 0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #151 holding.
  • Cornerstone Advisors (Washington) first reported a position in Williams Companies in Q1 2014 and has held it in 26 quarters since.
  • 808 funds tracked by Wall St. Rank held Williams Companies as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.