Destination Wealth Management’s Williams Partners L.P. WPZ Stock Holding History

Destination Wealth Management’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	-2,216	Closed	-$90K	–	793
2018 Q2	$90K	Hold	2,216	–	–	0.01%	195
2018 Q1	$76K	Buy	+2,216	New	+$86.5K	﹤0.01%	215

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

Destination Wealth Management's WPZ Position: Q3 2018 in Review

Destination Wealth Management sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 2,216 shares — an estimated $90K sold.

Destination Wealth Management first reported a position in WPZ in Q1 2018 and held it in 2 quarters. The position peaked at $90K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Destination Wealth Management reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Destination Wealth Management sold 2,216 Williams Partners L.P. shares in Q3 2018, an estimated $90K.
Destination Wealth Management first reported a position in Williams Partners L.P. in Q1 2018 and held it in 2 quarters.
Destination Wealth Management's Williams Partners L.P. position peaked at $90K in Q2 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Destination Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.