EWM
WPZ
Evercore Wealth Management’s Williams Partners L.P. WPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,166
| Closed | -$84K | – | 908 |
|
|
2017
Q4 | $84K | Hold |
2,166
| – | – | ﹤0.01% | 497 |
|
|
2017
Q3 | $84K | Sell |
2,166
-636
| -23% | -$24.7K | ﹤0.01% | 495 |
|
|
2017
Q2 | $112K | Hold |
2,802
| – | – | ﹤0.01% | 445 |
|
|
2017
Q1 | $114K | Hold |
2,802
| – | – | ﹤0.01% | 455 |
|
|
2016
Q4 | $107K | Sell |
2,802
-5,718
| -67% | -$218K | ﹤0.01% | 480 |
|
|
2016
Q3 | $317K | Buy |
8,520
+5,718
| +204% | +$213K | 0.01% | 304 |
|
|
2016
Q2 | $97K | Sell |
2,802
-183
| -6% | -$6.34K | ﹤0.01% | 465 |
|
|
2016
Q1 | $61K | Hold |
2,985
| – | – | ﹤0.01% | 534 |
|
|
2015
Q4 | $83K | Sell |
2,985
-13,000
| -81% | -$361K | ﹤0.01% | 509 |
|
|
2015
Q3 | $509K | Sell |
15,985
-7,000
| -30% | -$223K | 0.02% | 252 |
|
|
2015
Q2 | $1.11M | Buy |
22,985
+2,666
| +13% | +$129K | 0.05% | 190 |
|
|
2015
Q1 | $1M | Buy |
20,319
+19,719
| +3,287% | +$971K | 0.05% | 187 |
|
|
2014
Q4 | $33K | Buy |
+600
| New | +$33K | ﹤0.01% | 599 |
|