EHC
WPZ

Everett Harris & Co’s Williams Partners L.P. WPZ Stock Holding History

Everett Harris & Co’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
-12,584
Closed -$511K – 260
2018
Q2 		$511K Hold
12,584
– – 0.01% 162
2018
Q1 		$433K Sell
12,584
-850
-6% -$33.2K 0.01% 171
2017
Q4 		$521K Buy
13,434
+159
+1% +$5.97K 0.01% 166
2017
Q3 		$516K Sell
13,275
-121
-0.9% -$4.78K 0.02% 169
2017
Q2 		$537K Hold
13,396
– – 0.02% 161
2017
Q1 		$547K Sell
13,396
-387
-3% -$15.6K 0.02% 161
2016
Q4 		$524K Sell
13,783
-642
-4% -$23.1K 0.02% 162
2016
Q3 		$536K Buy
14,425
+1,051
+8% +$38.7K 0.02% 161
2016
Q2 		$463K Buy
13,374
+1,488
+13% +$44.1K 0.02% 170
2016
Q1 		$243K Sell
11,886
-818
-6% -$16K 0.01% 216
2015
Q4 		$354K Buy
12,704
+1,286
+11% +$38.6K 0.01% 187
2015
Q3 		$364K Buy
11,418
+1,700
+17% +$71.1K 0.01% 184
2015
Q2 		$471K Sell
9,718
-307
-3% -$15.9K 0.02% 176
2015
Q1 		$493K Buy
+10,025
New +$489K 0.02% 167

Other funds holding WPZ

HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $249M AUM 25.29% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return

Everett Harris & Co's WPZ Position: Q3 2018 in Review

Everett Harris & Co sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 12,584 shares — an estimated $511K sold.

Everett Harris & Co first reported a position in WPZ in Q1 2015 and held it in 14 quarters. The position peaked at $547K in Q1 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Everett Harris & Co reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Everett Harris & Co sold 12,584 Williams Partners L.P. shares in Q3 2018, an estimated $511K.
  • Everett Harris & Co first reported a position in Williams Partners L.P. in Q1 2015 and held it in 14 quarters.
  • Everett Harris & Co's Williams Partners L.P. position peaked at $547K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Everett Harris & Co's 13F filing for Q3 2018, filed 14 Nov 2018.