Capital Analysts LLC’s Williams Partners L.P. WPZ Stock Holding History

Capital Analysts LLC’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	-448	Closed	-$18K	–	614
2018 Q2	$18K	Hold	448	–	–	﹤0.01%	417
2018 Q1	$15K	Hold	448	–	–	﹤0.01%	420
2017 Q4	$17K	Hold	448	–	–	﹤0.01%	373
2017 Q3	$17K	Buy	+448	New	+$17.7K	﹤0.01%	357
2016 Q4	–	Sell	-16	Closed	-$595	–	419
2016 Q3	$595	Buy	+16	New	+$589	﹤0.01%	379

Other funds holding WPZ

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

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

Capital Analysts LLC's WPZ Position: Q3 2018 in Review

Capital Analysts LLC sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 448 shares — an estimated $18K sold.

Capital Analysts LLC first reported a position in WPZ in Q3 2016 and held it in 5 quarters. The position peaked at $18K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Capital Analysts LLC reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Capital Analysts LLC sold 448 Williams Partners L.P. shares in Q3 2018, an estimated $18K.
Capital Analysts LLC first reported a position in Williams Partners L.P. in Q3 2016 and held it in 5 quarters.
Capital Analysts LLC's Williams Partners L.P. position peaked at $18K in Q2 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Capital Analysts LLC's 13F filing for Q3 2018, filed 7 Nov 2018.