BF
WPZ

BOK Financial’s Williams Partners L.P. WPZ Stock Holding History

BOK Financial’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
-9,387
Closed -$381K – 966
2018
Q2 		$381K Buy
9,387
+157
+2% +$5.97K 0.01% 740
2018
Q1 		$318K Buy
9,230
+303
+3% +$11.8K 0.01% 757
2017
Q4 		$346K Buy
8,927
+2,600
+41% +$97.6K 0.01% 761
2017
Q3 		$246K Sell
6,327
-888
-12% -$35.1K 0.01% 830
2017
Q2 		$290K Sell
7,215
-23
-0.3% -$921 0.01% 762
2017
Q1 		$295K Buy
7,238
+911
+14% +$36.6K 0.01% 766
2016
Q4 		$240K Sell
6,327
-560
-8% -$20.1K 0.01% 790
2016
Q3 		$257K Buy
6,887
+162
+2% +$5.96K 0.01% 781
2016
Q2 		$232K Buy
+6,725
New +$199K 0.01% 772
2016
Q1 		– Sell
-7,326
Closed -$204K – 914
2015
Q4 		$204K Sell
7,326
-7,914
-52% -$238K 0.01% 794
2015
Q3 		$487K Buy
15,240
+4,421
+41% +$185K 0.02% 576
2015
Q2 		$524K Hold
10,819
– – 0.02% 575
2015
Q1 		$533K Buy
+10,819
New +$528K 0.02% 541
2014
Q2 		– Sell
-4,898
Closed -$265K – 968
2014
Q1 		$265K Buy
+4,898
New +$259K 0.01% 784

Other funds holding WPZ

HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $249M AUM 25.29% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return

BOK Financial's WPZ Position: Q3 2018 in Review

BOK Financial sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 9,387 shares — an estimated $381K sold.

BOK Financial first reported a position in WPZ in Q1 2014 and held it in 14 quarters. The position peaked at $533K in Q1 2015. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • BOK Financial reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • BOK Financial sold 9,387 Williams Partners L.P. shares in Q3 2018, an estimated $381K.
  • BOK Financial first reported a position in Williams Partners L.P. in Q1 2014 and held it in 14 quarters.
  • BOK Financial's Williams Partners L.P. position peaked at $533K in Q1 2015.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on BOK Financial's 13F filing for Q3 2018, filed 13 Nov 2018.