FA
WPZ

FDx Advisors’s Williams Partners L.P. WPZ Stock Holding History

FDx Advisors’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
-15,255
Closed -$619K – 968
2018
Q2 		$619K Buy
15,255
+1,818
+14% +$69.2K 0.02% 480
2018
Q1 		$463K Sell
13,437
-2,346
-15% -$91.6K 0.01% 805
2017
Q4 		$612K Sell
15,783
-1,377
-8% -$51.7K 0.02% 715
2017
Q3 		$668K Buy
17,160
+1,427
+9% +$56.4K 0.02% 675
2017
Q2 		$631K Buy
15,733
+3,235
+26% +$129K 0.02% 687
2017
Q1 		$510K Buy
12,498
+4,061
+48% +$163K 0.02% 775
2016
Q4 		$321K Buy
+8,437
New +$303K 0.01% 928

Other funds holding WPZ

HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 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