EWM
WPZ
Edge Wealth Management’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-145,661
| Closed | -$6.55M | – | 510 |
|
|
2014
Q4 | $6.55M | Sell |
145,661
-24,568
| -14% | -$1.11M | 2.4% | 15 |
|
|
2014
Q3 | $8.97M | Sell |
170,229
-5,204
| -3% | -$274K | 3.46% | 10 |
|
|
2014
Q2 | $9.52M | Buy |
175,433
+20,680
| +13% | +$1.12M | 3.96% | 7 |
|
|
2014
Q1 | $7.88M | Sell |
154,753
-1,519
| -1% | -$77.4K | 3.3% | 12 |
|
|
2013
Q4 | $7.95M | Buy |
+156,272
| New | +$7.95M | 3.67% | 7 |
|
|
2013
Q3 | – | Sell |
-1,044
| Closed | -$54K | – | 389 |
|
|
2013
Q2 | $54K | Buy |
+1,044
| New | +$54K | 0.04% | 125 |
|