CL
WPZ

CPWM LLC’s Williams Partners L.P. WPZ Stock Holding History

CPWM LLC’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
-5,959
Closed -$242K – 307
2018
Q2 		$242K Buy
5,959
+20
+0.3% +$761 0.04% 252
2018
Q1 		$204K Buy
+5,939
New +$232K 0.03% 260

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

CPWM LLC's WPZ Position: Q3 2018 in Review

CPWM LLC sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 5,959 shares — an estimated $242K sold.

CPWM LLC first reported a position in WPZ in Q1 2018 and held it in 2 quarters. The position peaked at $242K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • CPWM LLC reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • CPWM LLC sold 5,959 Williams Partners L.P. shares in Q3 2018, an estimated $242K.
  • CPWM LLC first reported a position in Williams Partners L.P. in Q1 2018 and held it in 2 quarters.
  • CPWM LLC's Williams Partners L.P. position peaked at $242K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on CPWM LLC's 13F filing for Q3 2018, filed 13 Nov 2018.