Advisory Services Network’s Williams Partners L.P. WPZ Stock Holding History

Advisory Services Network’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	-2,548	Closed	-$113K	–	2710
2018 Q2	$113K	Buy	2,548 +10	+0.4%	+$380	0.01%	906
2018 Q1	$87K	Buy	2,538 +10	+0.4%	+$391	0.01%	1086
2017 Q4	$98K	Sell	2,528 -1,377	-35%	-$51.7K	0.01%	993
2017 Q3	$152K	Buy	3,905 +785	+25%	+$31K	0.02%	738
2017 Q2	$125K	Buy	3,120 +5	+0.2%	+$200	0.02%	767
2017 Q1	$127K	Buy	+3,115	New	+$125K	0.02%	742
2016 Q3	$67K	Buy	1,791 +839	+88%	+$30.9K	0.01%	786
2016 Q2	$33K	Buy	952 +86	+10%	+$2.55K	0.01%	902
2016 Q1	$18K	Hold	866	–	–	﹤0.01%	936
2015 Q4	$24K	Hold	866	–	–	0.01%	766
2015 Q3	$28K	Hold	866	–	–	0.01%	670
2015 Q2	$41K	Hold	866	–	–	0.01%	561
2015 Q1	$41K	Buy	+866	New	+$42.2K	0.01%	549

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

Advisory Services Network's WPZ Position: Q3 2018 in Review

Advisory Services Network sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 2,548 shares — an estimated $113K sold.

Advisory Services Network first reported a position in WPZ in Q1 2015 and held it in 13 quarters. The position peaked at $152K in Q3 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Advisory Services Network reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Advisory Services Network sold 2,548 Williams Partners L.P. shares in Q3 2018, an estimated $113K.
Advisory Services Network first reported a position in Williams Partners L.P. in Q1 2015 and held it in 13 quarters.
Advisory Services Network's Williams Partners L.P. position peaked at $152K in Q3 2017.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Advisory Services Network's 13F filing for Q3 2018, filed 2 Nov 2018.