Boston Financial 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 |
-51,621
| Closed | -$2.18M | – | 211 |
|
|
2014
Q4 | $2.18M | Buy |
51,621
+6,980
| +16% | +$294K | 0.27% | 103 |
|
|
2014
Q3 | $2.23M | Buy |
44,641
+2,362
| +6% | +$118K | 0.29% | 101 |
|
|
2014
Q2 | $2.16M | Sell |
42,279
-653
| -2% | -$33.4K | 0.29% | 101 |
|
|
2014
Q1 | $2.06M | Buy |
42,932
+831
| +2% | +$39.9K | 0.28% | 102 |
|
|
2013
Q4 | $2.02M | Buy |
42,101
+6,655
| +19% | +$319K | 0.28% | 101 |
|
|
2013
Q3 | $1.77M | Buy |
35,446
+977
| +3% | +$48.7K | 0.27% | 103 |
|
|
2013
Q2 | $1.68M | Buy |
+34,469
| New | +$1.68M | 0.26% | 103 |
|