EWM
WPZ
Evercore 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 |
-2,712
| Closed | -$121K | – | 1084 |
|
|
2014
Q4 | $121K | Sell |
2,712
-500
| -16% | -$22.3K | 0.01% | 433 |
|
|
2014
Q3 | $171K | Hold |
3,212
| – | – | 0.01% | 425 |
|
|
2014
Q2 | $175K | Buy |
3,212
+2,500
| +351% | +$136K | 0.01% | 411 |
|
|
2014
Q1 | $36K | Sell |
712
-200
| -22% | -$10.1K | ﹤0.01% | 650 |
|
|
2013
Q4 | $46K | Hold |
912
| – | – | ﹤0.01% | 573 |
|
|
2013
Q3 | $48K | Sell |
912
-200
| -18% | -$10.5K | ﹤0.01% | 574 |
|
|
2013
Q2 | $57K | Buy |
+1,112
| New | +$57K | ﹤0.01% | 549 |
|