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

Boston Financial Management’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	-8,040	Closed	-$326K	–	304
2018 Q2	$326K	Hold	8,040	–	–	0.02%	218
2018 Q1	$277K	Hold	8,040	–	–	0.02%	228
2017 Q4	$312K	Hold	8,040	–	–	0.02%	228
2017 Q3	$313K	Hold	8,040	–	–	0.02%	221
2017 Q2	$322K	Hold	8,040	–	–	0.02%	229
2017 Q1	$328K	Hold	8,040	–	–	0.02%	224
2016 Q4	$306K	Hold	8,040	–	–	0.02%	233
2016 Q3	$299K	Hold	8,040	–	–	0.02%	219
2016 Q2	$279K	Buy	+8,040	New	+$238K	0.02%	219
2016 Q1	–	Sell	-8,560	Closed	-$238K	–	187
2015 Q4	$238K	Sell	8,560 -32,326	-79%	-$970K	0.03%	173
2015 Q3	$1.3M	Sell	40,886 -7,019	-15%	-$294K	0.18%	123
2015 Q2	$2.32M	Buy	47,905 +1,205	+3%	+$62.5K	0.3%	98
2015 Q1	$2.3M	Buy	+46,700	New	+$2.28M	0.29%	101

Other funds holding WPZ

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

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

Boston Financial Management's WPZ Position: Q3 2018 in Review

Boston Financial Management sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 8,040 shares — an estimated $326K sold.

Boston Financial Management first reported a position in WPZ in Q1 2015 and held it in 13 quarters. The position peaked at $2.32M in Q2 2015. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Boston Financial Management reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Boston Financial Management sold 8,040 Williams Partners L.P. shares in Q3 2018, an estimated $326K.
Boston Financial Management first reported a position in Williams Partners L.P. in Q1 2015 and held it in 13 quarters.
Boston Financial Management's Williams Partners L.P. position peaked at $2.32M in Q2 2015.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Boston Financial Management's 13F filing for Q3 2018, filed 2 Nov 2018.