Creative Planning’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-130,949
| Closed | -$5.52M | – | 4518 |
|
|
2014
Q4 | $5.52M | Buy |
130,949
+24,016
| +22% | +$1.01M | 0.06% | 132 |
|
|
2014
Q3 | $5.34M | Buy |
106,933
+30,293
| +40% | +$1.51M | 0.06% | 127 |
|
|
2014
Q2 | $3.92M | Buy |
76,640
+6,081
| +9% | +$311K | 0.05% | 142 |
|
|
2014
Q1 | $3.39M | Buy |
70,559
+22,919
| +48% | +$1.1M | 0.05% | 136 |
|
|
2013
Q4 | $2.28M | Buy |
47,640
+7,821
| +20% | +$375K | 0.04% | 165 |
|
|
2013
Q3 | $1.98M | Buy |
39,819
+29,714
| +294% | +$1.48M | 0.04% | 150 |
|
|
2013
Q2 | $491K | Buy |
+10,105
| New | +$491K | 0.01% | 410 |
|