Eagle Ridge Investment Management’s Williams Partners L.P. WPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-8,205
| Closed | -$419K | – | 61 |
|
|
2014
Q4 | $419K | Sell |
8,205
-2
| -0% | -$102 | 0.19% | 45 |
|
|
2014
Q3 | $492K | Sell |
8,207
-4,285
| -34% | -$257K | 0.24% | 48 |
|
|
2014
Q2 | $748K | Buy |
12,492
+139
| +1% | +$8.32K | 0.35% | 40 |
|
|
2014
Q1 | $670K | Buy |
12,353
+479
| +4% | +$26K | 0.33% | 40 |
|
|
2013
Q4 | $633K | Buy |
+11,874
| New | +$633K | 0.32% | 39 |
|