Avestar Capital’s Williams Partners L.P. WPZ Stock Holding History

Avestar Capital’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	-2,613	Closed	-$104K	–	1063
2018 Q2	$104K	Buy	2,613 +975	+60%	+$37.1K	0.07%	195
2018 Q1	$55K	Buy	1,638 +878	+116%	+$34.3K	0.04%	241
2017 Q4	$30K	Buy	+760	New	+$28.5K	0.02%	301

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

Avestar Capital's WPZ Position: Q3 2018 in Review

Avestar Capital sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 2,613 shares — an estimated $104K sold.

Avestar Capital first reported a position in WPZ in Q4 2017 and held it in 3 quarters. The position peaked at $104K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Avestar Capital reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Avestar Capital sold 2,613 Williams Partners L.P. shares in Q3 2018, an estimated $104K.
Avestar Capital first reported a position in Williams Partners L.P. in Q4 2017 and held it in 3 quarters.
Avestar Capital's Williams Partners L.P. position peaked at $104K in Q2 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Avestar Capital's 13F filing for Q3 2018, filed 23 Oct 2018.