CT
WPZ

Coastline Trust’s Williams Partners L.P. WPZ Stock Holding History

Coastline Trust’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
-5,246
Closed -$213K – 348
2018
Q2 		$213K Buy
+5,246
New +$200K 0.03% 323

Other funds holding WPZ

HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
SC
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

Coastline Trust's WPZ Position: Q3 2018 in Review

Coastline Trust sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 5,246 shares — an estimated $213K sold.

Coastline Trust first reported a position in WPZ in Q2 2018 and held it in 1 quarter. The position peaked at $213K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Coastline Trust reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Coastline Trust sold 5,246 Williams Partners L.P. shares in Q3 2018, an estimated $213K.
  • Coastline Trust first reported a position in Williams Partners L.P. in Q2 2018 and held it in 1 quarter.
  • Coastline Trust's Williams Partners L.P. position peaked at $213K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Coastline Trust's 13F filing for Q3 2018, filed 17 Oct 2018.