Certified Advisory Corp’s Williams Partners L.P. WPZ Stock Holding History

Certified Advisory Corp’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	-86	Closed	-$3K	–	829
2018 Q2	$3K	Hold	86	–	–	﹤0.01%	688
2018 Q1	$2K	Hold	86	–	–	﹤0.01%	685
2017 Q4	$3K	Buy	+86	New	+$3.23K	﹤0.01%	628

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

Certified Advisory Corp's WPZ Position: Q3 2018 in Review

Certified Advisory Corp sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 86 shares — an estimated $3K sold.

Certified Advisory Corp first reported a position in WPZ in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Certified Advisory Corp reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Certified Advisory Corp sold 86 Williams Partners L.P. shares in Q3 2018, an estimated $3K.
Certified Advisory Corp first reported a position in Williams Partners L.P. in Q4 2017 and held it in 3 quarters.
Certified Advisory Corp's Williams Partners L.P. position peaked at $3K in Q2 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Certified Advisory Corp's 13F filing for Q3 2018, filed 13 Nov 2018.