C.V. Starr & Co Trust’s Williams Partners L.P. WPZ Stock Holding History

C.V. Starr & Co Trust’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	-216,680	Closed	-$8.79M	–	31
2018 Q2	$8.79M	Hold	216,680	–	–	3.93%	11
2018 Q1	$7.46M	Hold	216,680	–	–	3.56%	13
2017 Q4	$8.4M	Hold	216,680	–	–	3.68%	12
2017 Q3	$8.43M	Hold	216,680	–	–	3.91%	12
2017 Q2	$8.69M	Hold	216,680	–	–	3.74%	13
2017 Q1	$8.85M	Hold	216,680	–	–	3.62%	13
2016 Q4	$8.24M	Hold	216,680	–	–	3.52%	14
2016 Q3	$8.06M	Hold	216,680	–	–	3.51%	15
2016 Q2	$7.51M	Hold	216,680	–	–	3.3%	17
2016 Q1	$4.43M	Hold	216,680	–	–	2.15%	24
2015 Q4	$6.04M	Buy	+216,680	New	+$6.5M	2.85%	21

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

C.V. Starr & Co Trust's WPZ Position: Q3 2018 in Review

C.V. Starr & Co Trust sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 216,680 shares — an estimated $8.79M sold.

C.V. Starr & Co Trust first reported a position in WPZ in Q4 2015 and held it in 11 quarters. The position peaked at $8.85M in Q1 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

C.V. Starr & Co Trust reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
C.V. Starr & Co Trust sold 216,680 Williams Partners L.P. shares in Q3 2018, an estimated $8.79M.
C.V. Starr & Co Trust first reported a position in Williams Partners L.P. in Q4 2015 and held it in 11 quarters.
C.V. Starr & Co Trust's Williams Partners L.P. position peaked at $8.85M in Q1 2017.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on C.V. Starr & Co Trust's 13F filing for Q3 2018, filed 13 Dec 2018.