Carroll Financial Associates’s Williams Partners L.P. WPZ Stock Holding History

Carroll Financial Associates’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	-179	Closed	-$7K	–	1404
2018 Q2	$7K	Hold	179	–	–	﹤0.01%	976
2018 Q1	$6K	Hold	179	–	–	﹤0.01%	1007
2017 Q4	$6K	Hold	179	–	–	﹤0.01%	985
2017 Q3	$7K	Hold	179	–	–	﹤0.01%	925
2017 Q2	$7K	Hold	179	–	–	﹤0.01%	929
2017 Q1	$7K	Hold	179	–	–	﹤0.01%	931
2016 Q4	$6K	Hold	179	–	–	﹤0.01%	925
2016 Q3	$6K	Hold	179	–	–	﹤0.01%	931
2016 Q2	$6K	Hold	179	–	–	﹤0.01%	913
2016 Q1	$3K	Buy	+179	New	+$3.51K	﹤0.01%	1022

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

Carroll Financial Associates's WPZ Position: Q3 2018 in Review

Carroll Financial Associates sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 179 shares — an estimated $7K sold.

Carroll Financial Associates first reported a position in WPZ in Q1 2016 and held it in 10 quarters. The position peaked at $7K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Carroll Financial Associates reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Carroll Financial Associates sold 179 Williams Partners L.P. shares in Q3 2018, an estimated $7K.
Carroll Financial Associates first reported a position in Williams Partners L.P. in Q1 2016 and held it in 10 quarters.
Carroll Financial Associates's Williams Partners L.P. position peaked at $7K in Q2 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Carroll Financial Associates's 13F filing for Q3 2018, filed 30 Oct 2018.