FMII
WPZ

Farmers & Merchants Investments Inc’s Williams Partners L.P. WPZ Stock Holding History

Farmers & Merchants Investments Inc’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
-10,140
Closed -$412K – 890
2018
Q2 		$412K Hold
10,140
– – 0.03% 191
2018
Q1 		$349K Sell
10,140
-4,853
-32% -$190K 0.03% 201
2017
Q4 		$581K Hold
14,993
– – 0.04% 187
2017
Q3 		$583K Hold
14,993
– – 0.05% 184
2017
Q2 		$601K Hold
14,993
– – 0.05% 181
2017
Q1 		$612K Hold
14,993
– – 0.05% 178
2016
Q4 		$570K Buy
14,993
+4,853
+48% +$174K 0.05% 185
2016
Q3 		$377K Buy
+10,140
New +$373K 0.04% 183
2016
Q1 		– Sell
-400
Closed -$11K – 796
2015
Q4 		$11K Sell
400
-185
-32% -$5.55K ﹤0.01% 469
2015
Q3 		$19K Hold
585
– – ﹤0.01% 385
2015
Q2 		$28K Buy
+585
New +$30.3K ﹤0.01% 351

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 $243M AUM 17.47% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return

Farmers & Merchants Investments Inc's WPZ Position: Q3 2018 in Review

Farmers & Merchants Investments Inc sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 10,140 shares — an estimated $412K sold.

Farmers & Merchants Investments Inc first reported a position in WPZ in Q2 2015 and held it in 11 quarters. The position peaked at $612K in Q1 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Farmers & Merchants Investments Inc reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 10,140 Williams Partners L.P. shares in Q3 2018, an estimated $412K.
  • Farmers & Merchants Investments Inc first reported a position in Williams Partners L.P. in Q2 2015 and held it in 11 quarters.
  • Farmers & Merchants Investments Inc's Williams Partners L.P. position peaked at $612K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2018, filed 30 Oct 2018.