EFSCE
WPZ

Enterprise Financial Services Corp (EFSC)’s Williams Partners L.P. WPZ Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
-2,500
Closed -$101K – 1081
2018
Q2 		$101K Buy
2,500
+154
+7% +$5.86K 0.05% 190
2018
Q1 		$80K Buy
2,346
+853
+57% +$33.3K 0.04% 216
2017
Q4 		$58K Buy
1,493
+280
+23% +$10.5K 0.03% 269
2017
Q3 		$47K Hold
1,213
– – 0.02% 300
2017
Q2 		$48K Hold
1,213
– – 0.02% 298
2017
Q1 		$49K Buy
1,213
+84
+7% +$3.38K 0.02% 287
2016
Q4 		$43K Buy
1,129
+393
+53% +$14.1K 0.02% 295
2016
Q3 		$28K Buy
736
+493
+203% +$18.1K 0.02% 356
2016
Q2 		$9K Buy
243
+113
+87% +$3.35K 0.01% 590
2016
Q1 		$3K Hold
130
– – ﹤0.01% 836
2015
Q4 		$4K Hold
130
– – ﹤0.01% 805
2015
Q3 		$4K Hold
130
– – ﹤0.01% 776
2015
Q2 		$6K Buy
+130
New +$6.74K ﹤0.01% 700
2015
Q1 		– Sell
-299
Closed -$15K – 1359
2014
Q4 		$15K Sell
299
-334
-53% -$18.9K 0.01% 515
2014
Q3 		$38K Hold
633
– – 0.02% 304
2014
Q2 		$38K Buy
+633
New +$36.1K 0.02% 320

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

Enterprise Financial Services Corp (EFSC)'s WPZ Position: Q3 2018 in Review

Enterprise Financial Services Corp (EFSC) sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 2,500 shares — an estimated $101K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in WPZ in Q2 2014 and held it in 16 quarters. The position peaked at $101K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 2,500 Williams Partners L.P. shares in Q3 2018, an estimated $101K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Williams Partners L.P. in Q2 2014 and held it in 16 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Williams Partners L.P. position peaked at $101K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2018, filed 26 Oct 2018.