Acropolis Investment Management’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-8,459
| Closed | -$416K | – | 152 |
|
2015
Q1 | $416K | Sell |
8,459
-1,901
| -18% | -$93.5K | 0.08% | 92 |
|
2014
Q4 | $437K | Hold |
10,360
| – | – | 0.08% | 83 |
|
2014
Q3 | $518K | Hold |
10,360
| – | – | 0.1% | 80 |
|
2014
Q2 | $530K | Hold |
10,360
| – | – | 0.11% | 82 |
|
2014
Q1 | $497K | Hold |
10,360
| – | – | 0.1% | 84 |
|
2013
Q4 | $496K | Sell |
10,360
-1,538
| -13% | -$73.6K | 0.11% | 80 |
|
2013
Q3 | $593K | Hold |
11,898
| – | – | 0.12% | 77 |
|
2013
Q2 | $578K | Buy |
+11,898
| New | +$578K | 0.13% | 72 |
|