Benjamin F. Edwards & Company’s Williams Partners L.P. WPZ Stock Holding History

Benjamin F. Edwards & Company’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 Q2	–	Sell	-300	Closed	-$10K	–	1698
2018 Q1	$10K	Hold	300	–	–	﹤0.01%	1276
2017 Q4	$12K	Hold	300	–	–	﹤0.01%	1164
2017 Q3	$12K	Hold	300	–	–	﹤0.01%	1125
2017 Q2	$12K	Buy	+300	New	+$12K	﹤0.01%	1044
2016 Q1	–	Sell	-619	Closed	-$17K	–	1263
2015 Q4	$17K	Buy	+619	New	+$18.6K	﹤0.01%	737

Other funds holding WPZ

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Benjamin F. Edwards & Company's WPZ Position: Q2 2018 in Review

Benjamin F. Edwards & Company sold out of Williams Partners L.P. (WPZ) in Q2 2018, closing a stake of 300 shares — an estimated $10K sold.

Benjamin F. Edwards & Company first reported a position in WPZ in Q4 2015 and held it in 5 quarters. The position peaked at $17K in Q4 2015. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2018.

Benjamin F. Edwards & Company reported no remaining Williams Partners L.P. position as of Q2 2018 after selling out during the quarter.
Benjamin F. Edwards & Company sold 300 Williams Partners L.P. shares in Q2 2018, an estimated $10K.
Benjamin F. Edwards & Company first reported a position in Williams Partners L.P. in Q4 2015 and held it in 5 quarters.
Benjamin F. Edwards & Company's Williams Partners L.P. position peaked at $17K in Q4 2015.
309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2018, filed 19 Jul 2018.