Beese Fulmer Investment Management’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-6,369
| Closed | -$269K | – | 160 |
|
|
2014
Q4 | $269K | Hold |
6,369
| – | – | 0.08% | 126 |
|
|
2014
Q3 | $318K | Hold |
6,369
| – | – | 0.1% | 124 |
|
|
2014
Q2 | $326K | Hold |
6,369
| – | – | 0.11% | 123 |
|
|
2014
Q1 | $306K | Hold |
6,369
| – | – | 0.11% | 121 |
|
|
2013
Q4 | $305K | Hold |
6,369
| – | – | 0.11% | 121 |
|
|
2013
Q3 | $317K | Hold |
6,369
| – | – | 0.12% | 114 |
|
|
2013
Q2 | $310K | Buy |
+6,369
| New | +$310K | 0.13% | 110 |
|