Bush ODonnell Investment Advisors’s Williams Partners L.P. WPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $654K | Sell |
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|
2017
Q3 | $1.13M | Sell |
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|
2017
Q2 | $1.21M | Hold |
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|
2017
Q1 | $1.23M | Hold |
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|
2016
Q4 | $1.15M | Hold |
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|
2016
Q3 | $1.12M | Hold |
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|
2016
Q2 | $1.04M | Hold |
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|
2016
Q1 | $616K | Buy |
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|
2015
Q4 | $577K | Buy |
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|
2015
Q3 | $431K | Buy |
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|
2015
Q2 | $528K | Hold |
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|
2015
Q1 | $536K | Buy |
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|
2014
Q4 | $529K | Hold |
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|
2014
Q3 | $621K | Sell |
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|
2014
Q2 | $892K | Sell |
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|
2014
Q1 | $921K | Buy |
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|
2013
Q4 | $832K | Sell |
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|
2013
Q3 | $783K | Hold |
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|
2013
Q2 | $773K | Buy |
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