1IA
WPZ

1834 Investment Advisors’s Williams Partners L.P. WPZ Stock Holding History

1834 Investment Advisors’s Portfolio WPZ Stock Details WPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,700
Closed -$69K – 434
2018
Q2 		$69K Buy
+1,700
New +$64.7K 0.01% 251

Other funds holding WPZ

HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $243M AUM 17.47% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return

1834 Investment Advisors's WPZ Position: Q3 2018 in Review

1834 Investment Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 1,700 shares — an estimated $69K sold.

1834 Investment Advisors first reported a position in WPZ in Q2 2018 and held it in 1 quarter. The position peaked at $69K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • 1834 Investment Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • 1834 Investment Advisors sold 1,700 Williams Partners L.P. shares in Q3 2018, an estimated $69K.
  • 1834 Investment Advisors first reported a position in Williams Partners L.P. in Q2 2018 and held it in 1 quarter.
  • 1834 Investment Advisors's Williams Partners L.P. position peaked at $69K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on 1834 Investment Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.