Frontier Investment Management’s Williams Companies WMB Stock Holding History

Frontier Investment 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
2020 Q2	$663K	Sell	34,859 -2,484	-7%	-$46.2K	0.04%	133
2020 Q1	$528K	Buy	37,343 +6,078	+19%	+$118K	0.04%	135
2019 Q4	$742K	Buy	31,265 +8,916	+40%	+$204K	0.04%	142
2019 Q3	$538K	Sell	22,349 -7,219	-24%	-$182K	0.03%	147
2019 Q2	$829K	Sell	29,568 -116,766	-80%	-$3.24M	0.06%	118
2019 Q1	$4.2M	Sell	146,334 -1,174	-0.8%	-$31.5K	0.26%	65
2018 Q4	$3.25M	Sell	147,508 -1,323	-0.9%	-$33.1K	0.24%	76
2018 Q3	$4.05M	Buy	+148,831	New	+$4.32M	0.29%	68
2015 Q3	–	Sell	-11,225	Closed	-$644K	–	195
2015 Q2	$644K	Buy	11,225 +2,145	+24%	+$111K	0.07%	114
2015 Q1	$465K	Buy	9,080 +2,845	+46%	+$132K	0.07%	127
2014 Q4	$280K	Buy	+6,235	New	+$319K	0.05%	142

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Frontier Investment Management's WMB Position: Q2 2020 in Review

Frontier Investment Management reduced its Williams Companies (WMB) stake by 6.7% in Q2 2020, selling an estimated $46.2K and leaving 34,859 shares worth $663K. The position accounts for 0.04% of the portfolio, ranked #133.

Frontier Investment Management first reported a position in WMB in Q4 2014 and has held it in 11 quarters since. The position peaked at $4.2M in Q1 2019. 785 funds tracked by Wall St. Rank hold WMB as of Q2 2020.

Frontier Investment Management held 34,859 shares of Williams Companies worth $663K as of Q2 2020.
Frontier Investment Management sold 2,484 Williams Companies shares in Q2 2020, an estimated $46.2K.
Williams Companies made up 0.04% of Frontier Investment Management's portfolio in Q2 2020, its #133 holding.
Frontier Investment Management first reported a position in Williams Companies in Q4 2014 and has held it in 11 quarters since.
Frontier Investment Management's Williams Companies position peaked at $4.2M in Q1 2019.
785 funds tracked by Wall St. Rank held Williams Companies as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.