Envestnet Asset Management’s Williams Partners L.P. WPZ Stock Holding History

Envestnet Asset Management’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	-3,797	Closed	-$154K	–	3138
2018 Q2	$154K	Buy	3,797 +923	+32%	+$35.1K	﹤0.01%	1798
2018 Q1	$99K	Buy	2,874 +506	+21%	+$19.8K	﹤0.01%	1916
2017 Q4	$92K	Sell	2,368 -3,453	-59%	-$130K	﹤0.01%	2121
2017 Q3	$227K	Buy	5,821 +663	+13%	+$26.2K	﹤0.01%	1779
2017 Q2	$207K	Sell	5,158 -1,229	-19%	-$49.2K	﹤0.01%	1866
2017 Q1	$260K	Buy	6,387 +4,005	+168%	+$161K	﹤0.01%	1811
2016 Q4	$91K	Sell	2,382 -526	-18%	-$18.9K	﹤0.01%	2223
2016 Q3	$108K	Buy	+2,908	New	+$107K	﹤0.01%	2276
2016 Q1	–	Sell	-7,534	Closed	-$210K	–	3241
2015 Q4	$210K	Sell	7,534 -5,858	-44%	-$176K	﹤0.01%	2004
2015 Q3	$427K	Sell	13,392 -5,366	-29%	-$225K	﹤0.01%	1669
2015 Q2	$908K	Buy	+18,758	New	+$973K	﹤0.01%	1442

Other funds holding WPZ

HAG

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

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

Envestnet Asset Management's WPZ Position: Q3 2018 in Review

Envestnet Asset Management sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 3,797 shares — an estimated $154K sold.

Envestnet Asset Management first reported a position in WPZ in Q2 2015 and held it in 11 quarters. The position peaked at $908K in Q2 2015. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Envestnet Asset Management reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Envestnet Asset Management sold 3,797 Williams Partners L.P. shares in Q3 2018, an estimated $154K.
Envestnet Asset Management first reported a position in Williams Partners L.P. in Q2 2015 and held it in 11 quarters.
Envestnet Asset Management's Williams Partners L.P. position peaked at $908K in Q2 2015.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Envestnet Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.