Advisornet Financial’s Williams Partners L.P. WPZ Stock Holding History

Advisornet Financial’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	-670	Closed	-$27K	–	1699
2018 Q2	$27K	Buy	670 +6	+0.9%	+$228	﹤0.01%	873
2018 Q1	$23K	Buy	664 +5	+0.8%	+$195	﹤0.01%	903
2017 Q4	$26K	Buy	+659	New	+$24.7K	﹤0.01%	813

Other funds holding WPZ

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

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

Advisornet Financial's WPZ Position: Q3 2018 in Review

Advisornet Financial sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 670 shares — an estimated $27K sold.

Advisornet Financial first reported a position in WPZ in Q4 2017 and held it in 3 quarters. The position peaked at $27K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Advisornet Financial reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Advisornet Financial sold 670 Williams Partners L.P. shares in Q3 2018, an estimated $27K.
Advisornet Financial first reported a position in Williams Partners L.P. in Q4 2017 and held it in 3 quarters.
Advisornet Financial's Williams Partners L.P. position peaked at $27K in Q2 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Advisornet Financial's 13F filing for Q3 2018, filed 14 Nov 2018.