Mercer Capital Advisers’s Williams Companies WMB Stock Holding History

Mercer Capital Advisers’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 Q4	–	Sell	-1,200	Closed	-$24K	–	166
2020 Q3	$24K	Hold	1,200	–	–	0.01%	160
2020 Q2	$23K	Hold	1,200	–	–	0.01%	159
2020 Q1	$17K	Sell	1,200 -90	-7%	-$1.74K	0.01%	161
2019 Q4	$31K	Buy	1,290 +90	+8%	+$2.06K	0.02%	158
2019 Q3	$29K	Hold	1,200	–	–	0.02%	162
2019 Q2	$34K	Hold	1,200	–	–	0.02%	159
2019 Q1	$34K	Hold	1,200	–	–	0.02%	160
2018 Q4	$26K	Sell	1,200 -600	-33%	-$15K	0.02%	164
2018 Q3	$49K	Buy	1,800 +600	+50%	+$17.4K	0.03%	150
2018 Q2	$33K	Hold	1,200	–	–	0.02%	164
2018 Q1	$30K	Hold	1,200	–	–	0.02%	171
2017 Q4	$37K	Hold	1,200	–	–	0.03%	163
2017 Q3	$36K	Hold	1,200	–	–	0.03%	174
2017 Q2	$36K	Hold	1,200	–	–	0.03%	181
2017 Q1	$36K	Hold	1,200	–	–	0.03%	181
2016 Q4	$37K	Hold	1,200	–	–	0.03%	179
2016 Q3	$37K	Hold	1,200	–	–	0.03%	181
2016 Q2	$26K	Buy	1,200 +1,020	+567%	+$20.5K	0.02%	199
2016 Q1	$3K	Hold	180	–	–	﹤0.01%	266
2015 Q4	$5K	Hold	180	–	–	﹤0.01%	275
2015 Q3	$7K	Hold	180	–	–	0.01%	257
2015 Q2	$10K	Hold	180	–	–	0.01%	256
2015 Q1	$9K	Hold	180	–	–	0.01%	261
2014 Q4	$8K	Buy	+180	New	+$9.2K	0.01%	265

Other funds holding WMB

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Capital Advisers's WMB Position: Q4 2020 in Review

Mercer Capital Advisers sold out of Williams Companies (WMB) in Q4 2020, closing a stake of 1,200 shares — an estimated $24K sold.

Mercer Capital Advisers first reported a position in WMB in Q4 2014 and held it in 24 quarters. The position peaked at $49K in Q3 2018. 867 funds tracked by Wall St. Rank hold WMB as of Q4 2020.

Mercer Capital Advisers reported no remaining Williams Companies position as of Q4 2020 after selling out during the quarter.
Mercer Capital Advisers sold 1,200 Williams Companies shares in Q4 2020, an estimated $24K.
Mercer Capital Advisers first reported a position in Williams Companies in Q4 2014 and held it in 24 quarters.
Mercer Capital Advisers's Williams Companies position peaked at $49K in Q3 2018.
867 funds tracked by Wall St. Rank held Williams Companies as of Q4 2020.

Based on Mercer Capital Advisers's 13F filing for Q4 2020, filed 28 Jan 2021.