Creative Planning’s Williams Partners L.P. WPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-22,743
| Closed | -$923K | – | 2229 |
|
|
2018
Q2 | $923K | Buy |
22,743
+421
| +2% | +$16K | ﹤0.01% | 787 |
|
|
2018
Q1 | $769K | Sell |
22,322
-1,942
| -8% | -$75.8K | ﹤0.01% | 873 |
|
|
2017
Q4 | $941K | Buy |
24,264
+1,958
| +9% | +$73.5K | ﹤0.01% | 767 |
|
|
2017
Q3 | $868K | Buy |
22,306
+1,082
| +5% | +$42.7K | ﹤0.01% | 784 |
|
|
2017
Q2 | $851K | Sell |
21,224
-2,532
| -11% | -$101K | ﹤0.01% | 766 |
|
|
2017
Q1 | $970K | Buy |
23,756
+7,480
| +46% | +$301K | 0.01% | 687 |
|
|
2016
Q4 | $619K | Buy |
16,276
+504
| +3% | +$18.1K | ﹤0.01% | 825 |
|
|
2016
Q3 | $587K | Buy |
15,772
+2,458
| +18% | +$90.5K | ﹤0.01% | 813 |
|
|
2016
Q2 | $461K | Sell |
13,314
-4,166
| -24% | -$123K | ﹤0.01% | 819 |
|
|
2016
Q1 | $357K | Buy |
17,480
+1,122
| +7% | +$22K | ﹤0.01% | 896 |
|
|
2015
Q4 | $456K | Sell |
16,358
-4,487
| -22% | -$135K | ﹤0.01% | 804 |
|
|
2015
Q3 | $665K | Buy |
20,845
+3,696
| +22% | +$155K | 0.01% | 625 |
|
|
2015
Q2 | $831K | Sell |
17,149
-145,018
| -89% | -$7.52M | 0.01% | 523 |
|
|
2015
Q1 | $7.98M | Buy |
+162,167
| New | +$7.91M | 0.08% | 111 |
|
|
2014
Q4 | – | Sell |
-3,617
| Closed | -$217K | – | 4550 |
|
|
2014
Q3 | $217K | Hold |
3,617
| – | – | ﹤0.01% | 1019 |
|
|
2014
Q2 | $217K | Hold |
3,617
| – | – | ﹤0.01% | 988 |
|
|
2014
Q1 | $196K | Sell |
3,617
-818
| -18% | -$43.3K | ﹤0.01% | 1012 |
|
|
2013
Q4 | $237K | Buy |
4,435
+1,252
| +39% | +$61.2K | ﹤0.01% | 792 |
|
|
2013
Q3 | $145K | Buy |
3,183
+222
| +7% | +$9.82K | ﹤0.01% | 910 |
|
|
2013
Q2 | $133K | Buy |
+2,961
| New | +$120K | ﹤0.01% | 846 |
|
Other funds holding WPZ
Creative Planning's WPZ Position: Q3 2018 in Review
Creative Planning sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 22,743 shares — an estimated $923K sold.
Creative Planning first reported a position in WPZ in Q2 2013 and held it in 20 quarters. The position peaked at $7.98M in Q1 2015. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.
- Creative Planning reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
- Creative Planning sold 22,743 Williams Partners L.P. shares in Q3 2018, an estimated $923K.
- Creative Planning first reported a position in Williams Partners L.P. in Q2 2013 and held it in 20 quarters.
- Creative Planning's Williams Partners L.P. position peaked at $7.98M in Q1 2015.
- 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.
Based on Creative Planning's 13F filing for Q3 2018, filed 25 Oct 2018.