Divergent Wealth Advisors’s Williams Partners L.P. WPZ Stock Holding History

Divergent Wealth Advisors’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	-1,322	Closed	-$54K	–	145
2018 Q2	$54K	Buy	1,322 +20	+2%	+$761	0.02%	58
2018 Q1	$45K	Buy	+1,302	New	+$50.8K	0.02%	67

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

Divergent Wealth Advisors's WPZ Position: Q3 2018 in Review

Divergent Wealth Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 1,322 shares — an estimated $54K sold.

Divergent Wealth Advisors first reported a position in WPZ in Q1 2018 and held it in 2 quarters. The position peaked at $54K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Divergent Wealth Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Divergent Wealth Advisors sold 1,322 Williams Partners L.P. shares in Q3 2018, an estimated $54K.
Divergent Wealth Advisors first reported a position in Williams Partners L.P. in Q1 2018 and held it in 2 quarters.
Divergent Wealth Advisors's Williams Partners L.P. position peaked at $54K in Q2 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Divergent Wealth Advisors's 13F filing for Q3 2018, filed 10 Oct 2018.