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

Edge 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 Q2	$1.04M	Sell	25,609 -14,750	-37%	-$561K	0.09%	160
2018 Q1	$1.39M	Sell	40,359 -1,215	-3%	-$47.5K	0.13%	138
2017 Q4	$1.61M	Buy	41,574 +2,775	+7%	+$104K	0.16%	124
2017 Q3	$1.51M	Sell	38,799 -1,355	-3%	-$53.5K	0.16%	121
2017 Q2	$1.61M	Sell	40,154 -5,150	-11%	-$206K	0.18%	124
2017 Q1	$1.85M	Sell	45,304 -1,765	-4%	-$71K	0.23%	102
2016 Q4	$1.79M	Buy	+47,069	New	+$1.69M	0.23%	107

Other funds holding WPZ

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edge Advisors's WPZ Position: Q2 2018 in Review

Edge Advisors reduced its Williams Partners L.P. (WPZ) stake by 37% in Q2 2018, selling an estimated $561K and leaving 25,609 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #160.

Edge Advisors first reported a position in WPZ in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.85M in Q1 2017. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2018.

Edge Advisors held 25,609 shares of Williams Partners L.P. worth $1.04M as of Q2 2018.
Edge Advisors sold 14,750 Williams Partners L.P. shares in Q2 2018, an estimated $561K.
Williams Partners L.P. made up 0.09% of Edge Advisors's portfolio in Q2 2018, its #160 holding.
Edge Advisors first reported a position in Williams Partners L.P. in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Williams Partners L.P. position peaked at $1.85M in Q1 2017.
309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.