Avior Wealth Management’s Williams Partners L.P. WPZ Stock Holding History

Avior Wealth Management’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	-14,173	Closed	-$575K	–	804
2018 Q2	$575K	Buy	14,173 +729	+5%	+$27.7K	0.13%	153
2018 Q1	$463K	Buy	13,444 +2,787	+26%	+$109K	0.11%	179
2017 Q4	$413K	Buy	10,657 +9,127	+597%	+$343K	0.09%	196
2017 Q3	$60K	Hold	1,530	–	–	0.02%	201
2017 Q2	$61K	Hold	1,530	–	–	0.02%	180
2017 Q1	$62K	Buy	1,530 +43	+3%	+$1.73K	0.02%	215
2016 Q4	$57K	Buy	1,487 +1,280	+618%	+$46K	0.02%	204
2016 Q3	$8K	Buy	207 +152	+276%	+$5.59K	﹤0.01%	356
2016 Q2	$2K	Buy	+55	New	+$1.63K	﹤0.01%	433

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

Avior Wealth Management's WPZ Position: Q3 2018 in Review

Avior Wealth Management sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 14,173 shares — an estimated $575K sold.

Avior Wealth Management first reported a position in WPZ in Q2 2016 and held it in 9 quarters. The position peaked at $575K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Avior Wealth Management reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Avior Wealth Management sold 14,173 Williams Partners L.P. shares in Q3 2018, an estimated $575K.
Avior Wealth Management first reported a position in Williams Partners L.P. in Q2 2016 and held it in 9 quarters.
Avior Wealth Management's Williams Partners L.P. position peaked at $575K in Q2 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Avior Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.