Cedar Wealth Management’s Williams Partners L.P. WPZ Stock Holding History

Cedar Wealth Management’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	-1,300	Closed	-$53K	–	241
2018 Q2	$53K	Sell	1,300 -3,530	-73%	-$134K	0.03%	80
2018 Q1	$166K	Hold	4,830	–	–	0.1%	64
2017 Q4	$187K	Hold	4,830	–	–	0.11%	57
2017 Q3	$188K	Hold	4,830	–	–	0.11%	55
2017 Q2	$194K	Hold	4,830	–	–	0.13%	52
2017 Q1	$197K	Hold	4,830	–	–	0.12%	52
2016 Q4	$184K	Buy	+4,830	New	+$174K	0.13%	54
2016 Q3	–	Sell	-4,830	Closed	-$167K	–	140
2016 Q2	$167K	Buy	+4,830	New	+$143K	0.11%	49

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

Cedar Wealth Management's WPZ Position: Q3 2018 in Review

Cedar Wealth Management sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 1,300 shares — an estimated $53K sold.

Cedar Wealth Management first reported a position in WPZ in Q2 2016 and held it in 8 quarters. The position peaked at $197K in Q1 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Cedar Wealth Management reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Cedar Wealth Management sold 1,300 Williams Partners L.P. shares in Q3 2018, an estimated $53K.
Cedar Wealth Management first reported a position in Williams Partners L.P. in Q2 2016 and held it in 8 quarters.
Cedar Wealth Management's Williams Partners L.P. position peaked at $197K in Q1 2017.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Cedar Wealth Management's 13F filing for Q3 2018, filed 6 Nov 2018.