CWM
WPZ

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 $2.39B AUM 28.86% 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