BWP
WPZ

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

Baldwin Wealth Partners’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
-6,516
Closed -$264K – 557
2018
Q2 		$264K Buy
6,516
+6,116
+1,529% +$233K 0.04% 174
2018
Q1 		$14K Buy
+400
New +$15.6K ﹤0.01% 413

Other funds holding WPZ

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

Baldwin Wealth Partners's WPZ Position: Q3 2018 in Review

Baldwin Wealth Partners sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 6,516 shares — an estimated $264K sold.

Baldwin Wealth Partners first reported a position in WPZ in Q1 2018 and held it in 2 quarters. The position peaked at $264K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Baldwin Wealth Partners reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Baldwin Wealth Partners sold 6,516 Williams Partners L.P. shares in Q3 2018, an estimated $264K.
  • Baldwin Wealth Partners first reported a position in Williams Partners L.P. in Q1 2018 and held it in 2 quarters.
  • Baldwin Wealth Partners's Williams Partners L.P. position peaked at $264K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Baldwin Wealth Partners's 13F filing for Q3 2018, filed 26 Oct 2018.