AG
WPZ

Advisor Group’s Williams Partners L.P. WPZ Stock Holding History

Advisor Group’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
-6,299
Closed -$256K – 5395
2018
Q2 		$256K Sell
6,299
-291
-4% -$11.1K ﹤0.01% 1793
2018
Q1 		$227K Sell
6,590
-864
-12% -$33.7K ﹤0.01% 1877
2017
Q4 		$289K Buy
7,454
+653
+10% +$24.5K ﹤0.01% 1714
2017
Q3 		$264K Sell
6,801
-1,236
-15% -$48.8K ﹤0.01% 1632
2017
Q2 		$322K Sell
8,037
-755
-9% -$30.2K 0.01% 1433
2017
Q1 		$359K Buy
8,792
+168
+2% +$6.75K 0.01% 1271
2016
Q4 		$329K Sell
8,624
-272
-3% -$9.77K 0.01% 1253
2016
Q3 		$331K Buy
8,896
+1,306
+17% +$48.1K 0.01% 1213
2016
Q2 		$260K Buy
+7,590
New +$225K 0.01% 1270

Other funds holding WPZ

HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $249M AUM 25.29% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return

Advisor Group's WPZ Position: Q3 2018 in Review

Advisor Group sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 6,299 shares — an estimated $256K sold.

Advisor Group first reported a position in WPZ in Q2 2016 and held it in 9 quarters. The position peaked at $359K in Q1 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Advisor Group reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Advisor Group sold 6,299 Williams Partners L.P. shares in Q3 2018, an estimated $256K.
  • Advisor Group first reported a position in Williams Partners L.P. in Q2 2016 and held it in 9 quarters.
  • Advisor Group's Williams Partners L.P. position peaked at $359K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Advisor Group's 13F filing for Q3 2018, filed 14 Nov 2018.