Sterne Agee Group’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $4.24M | Buy |
83,647
+11,058
| +15% | +$560K | 0.62% | 39 |
|
|
2014
Q4 | $3.26M | Buy |
72,589
+4,935
| +7% | +$222K | 0.51% | 54 |
|
|
2014
Q3 | $3.79M | Sell |
67,654
-3,303
| -5% | -$185K | 0.6% | 45 |
|
|
2014
Q2 | $4.13M | Sell |
70,957
-7,077
| -9% | -$412K | 0.69% | 32 |
|
|
2014
Q1 | $3.17M | Buy |
78,034
+32,535
| +72% | +$1.32M | 0.62% | 40 |
|
|
2013
Q4 | $1.76M | Buy |
45,499
+29,274
| +180% | +$1.13M | 0.58% | 43 |
|
|
2013
Q3 | $590K | Sell |
16,225
-785
| -5% | -$28.5K | 0.23% | 108 |
|
|
2013
Q2 | $552K | Buy |
+17,010
| New | +$552K | 0.2% | 128 |
|