Bell & Brown Wealth Advisors’s Williams Partners L.P. WPZ Stock Holding History

Bell & Brown Wealth 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	-17,524	Closed	-$711K	–	94
2018 Q2	$711K	Buy	17,524 +350	+2%	+$13.3K	0.7%	56
2018 Q1	$624K	Sell	17,174 -1,000	-6%	-$39.1K	0.66%	61
2017 Q4	$705K	Buy	+18,174	New	+$682K	0.73%	56

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

Bell & Brown Wealth Advisors's WPZ Position: Q3 2018 in Review

Bell & Brown Wealth Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 17,524 shares — an estimated $711K sold.

Bell & Brown Wealth Advisors first reported a position in WPZ in Q4 2017 and held it in 3 quarters. The position peaked at $711K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Bell & Brown Wealth Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Bell & Brown Wealth Advisors sold 17,524 Williams Partners L.P. shares in Q3 2018, an estimated $711K.
Bell & Brown Wealth Advisors first reported a position in Williams Partners L.P. in Q4 2017 and held it in 3 quarters.
Bell & Brown Wealth Advisors's Williams Partners L.P. position peaked at $711K in Q2 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Bell & Brown Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.