American Portfolios Advisors’s Williams Partners L.P. WPZ Stock Holding History

American Portfolios 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	-788	Closed	-$32K	–	2536
2018 Q2	$32K	Hold	788	–	–	﹤0.01%	1259
2018 Q1	$27.1K	Hold	788	–	–	﹤0.01%	1269
2017 Q4	$30.6K	Buy	+788	New	+$29.6K	﹤0.01%	1175

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

American Portfolios Advisors's WPZ Position: Q3 2018 in Review

American Portfolios Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 788 shares — an estimated $32K sold.

American Portfolios Advisors first reported a position in WPZ in Q4 2017 and held it in 3 quarters. The position peaked at $32K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

American Portfolios Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
American Portfolios Advisors sold 788 Williams Partners L.P. shares in Q3 2018, an estimated $32K.
American Portfolios Advisors first reported a position in Williams Partners L.P. in Q4 2017 and held it in 3 quarters.
American Portfolios Advisors's Williams Partners L.P. position peaked at $32K in Q2 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on American Portfolios Advisors's 13F filing for Q3 2018, filed 24 Mar 2023.