EDRIA
WPZ

Edmonds Duncan Registered Investment Advisors’s Williams Partners L.P. WPZ Stock Holding History

Edmonds Duncan Registered Investment 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
-14,765
Closed -$599K – 118
2018
Q2 		$599K Buy
+14,765
New +$562K 0.26% 59

Other funds holding WPZ

HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
SC
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

Edmonds Duncan Registered Investment Advisors's WPZ Position: Q3 2018 in Review

Edmonds Duncan Registered Investment Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 14,765 shares — an estimated $599K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in WPZ in Q2 2018 and held it in 1 quarter. The position peaked at $599K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 14,765 Williams Partners L.P. shares in Q3 2018, an estimated $599K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Williams Partners L.P. in Q2 2018 and held it in 1 quarter.
  • Edmonds Duncan Registered Investment Advisors's Williams Partners L.P. position peaked at $599K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.