Cambridge Investment Research Advisors
WPZ

Cambridge Investment Research Advisors’s Williams Partners L.P. WPZ Stock Holding History

Cambridge Investment Research Advisors’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
-16,130
Closed -$655K – 2357
2018
Q2 		$655K Buy
16,130
+147
+0.9% +$5.59K 0.01% 1249
2018
Q1 		$550K Buy
15,983
+5,777
+57% +$226K 0.01% 1297
2017
Q4 		$396K Sell
10,206
-1,815
-15% -$68.1K ﹤0.01% 1461
2017
Q3 		$468K Sell
12,021
-600
-5% -$23.7K 0.01% 1279
2017
Q2 		$506K Buy
12,621
+263
+2% +$10.5K 0.01% 1192
2017
Q1 		$505K Sell
12,358
-1,204
-9% -$48.4K 0.01% 1070
2016
Q4 		$516K Buy
13,562
+2,275
+20% +$81.7K 0.01% 993
2016
Q3 		$420K Sell
11,287
-1,261
-10% -$46.4K 0.01% 1130
2016
Q2 		$435K Buy
12,548
+1,125
+10% +$33.3K 0.01% 999
2016
Q1 		$234K Sell
11,423
-1,047
-8% -$20.5K 0.01% 1317
2015
Q4 		$347K Sell
12,470
-4,170
-25% -$125K 0.01% 1069
2015
Q3 		$531K Buy
+16,640
New +$696K 0.02% 734

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 $243M AUM 17.47% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return

Cambridge Investment Research Advisors's WPZ Position: Q3 2018 in Review

Cambridge Investment Research Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 16,130 shares — an estimated $655K sold.

Cambridge Investment Research Advisors first reported a position in WPZ in Q3 2015 and held it in 12 quarters. The position peaked at $655K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Cambridge Investment Research Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 16,130 Williams Partners L.P. shares in Q3 2018, an estimated $655K.
  • Cambridge Investment Research Advisors first reported a position in Williams Partners L.P. in Q3 2015 and held it in 12 quarters.
  • Cambridge Investment Research Advisors's Williams Partners L.P. position peaked at $655K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.