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Winslow Evans & Crocker’s Williams Companies WMB Stock Holding History

Winslow Evans & Crocker’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 		$445K Buy
22,199
+2,807
+14% +$56.9K 0.08% 213
2020
Q3 		$381K Hold
19,392
– – 0.09% 200
2020
Q2 		$369K Sell
19,392
-2
-0% -$37 0.1% 198
2020
Q1 		$278K Sell
19,394
-214
-1% -$4.14K 0.09% 202
2019
Q4 		$468K Sell
19,608
-26
-0.1% -$596 0.12% 181
2019
Q3 		$474K Buy
19,634
+1,600
+9% +$40.3K 0.13% 172
2019
Q2 		$508K Hold
18,034
– – 0.14% 161
2019
Q1 		$520K Sell
18,034
-46
-0.3% -$1.23K 0.15% 154
2018
Q4 		$402K Sell
18,080
-3,060
-14% -$76.5K 0.14% 166
2018
Q3 		$576K Buy
21,140
+15,988
+310% +$464K 0.17% 134
2018
Q2 		$142K Buy
5,152
+200
+4% +$5.27K 0.04% 312
2018
Q1 		$123K Sell
4,952
-1,650
-25% -$48.7K 0.04% 320
2017
Q4 		$201K Buy
6,602
+300
+5% +$8.72K 0.06% 255
2017
Q3 		$189K Sell
6,302
-1,518
-19% -$46.2K 0.06% 261
2017
Q2 		$237K Sell
7,820
-1,306
-14% -$38.9K 0.06% 287
2017
Q1 		$270K Sell
9,126
-610
-6% -$17.6K 0.08% 251
2016
Q4 		$303K Sell
9,736
-564
-5% -$17K 0.09% 225
2016
Q3 		$316K Buy
10,300
+468
+5% +$12.4K 0.09% 224
2016
Q2 		$213K Buy
9,832
+402
+4% +$8.07K 0.06% 271
2016
Q1 		$152K Sell
9,430
-2,242
-19% -$38.6K 0.05% 303
2015
Q4 		$300K Sell
11,672
-2,950
-20% -$103K 0.09% 225
2015
Q3 		$539K Buy
14,622
+200
+1% +$9.96K 0.17% 131
2015
Q2 		$828K Sell
14,422
-1,694
-11% -$87.3K 0.23% 103
2015
Q1 		$815K Buy
16,116
+150
+0.9% +$6.95K 0.23% 98
2014
Q4 		$717K Buy
15,966
+2,136
+15% +$109K 0.2% 109
2014
Q3 		$765K Buy
13,830
+5,971
+76% +$343K 0.22% 114
2014
Q2 		$457K Buy
7,859
+1,605
+26% +$74.4K 0.15% 163
2014
Q1 		$254K Sell
6,254
-11,312
-64% -$458K 0.09% 235
2013
Q4 		$678K Buy
+17,566
New +$632K 0.23% 104

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winslow Evans & Crocker's WMB Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Williams Companies (WMB) stake by 14% in Q4 2020, buying an estimated $56.9K and bringing the position to 22,199 shares worth $445K. The position accounts for 0.08% of the portfolio, ranked #213.

Winslow Evans & Crocker first reported a position in WMB in Q4 2013 and has held it in 29 quarters since. The position peaked at $828K in Q2 2015. 866 funds tracked by Wall St. Rank hold WMB as of Q4 2020.

  • Winslow Evans & Crocker held 22,199 shares of Williams Companies worth $445K as of Q4 2020.
  • Winslow Evans & Crocker bought 2,807 Williams Companies shares in Q4 2020, an estimated $56.9K.
  • Williams Companies made up 0.08% of Winslow Evans & Crocker's portfolio in Q4 2020, its #213 holding.
  • Winslow Evans & Crocker first reported a position in Williams Companies in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Williams Companies position peaked at $828K in Q2 2015.
  • 866 funds tracked by Wall St. Rank held Williams Companies as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.