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 $2.84B 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

FDx Advisors's WPZ Position: Q3 2018 in Review

FDx Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 15,255 shares — an estimated $619K sold.

FDx Advisors first reported a position in WPZ in Q4 2016 and held it in 7 quarters. The position peaked at $668K in Q3 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • FDx Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • FDx Advisors sold 15,255 Williams Partners L.P. shares in Q3 2018, an estimated $619K.
  • FDx Advisors first reported a position in Williams Partners L.P. in Q4 2016 and held it in 7 quarters.
  • FDx Advisors's Williams Partners L.P. position peaked at $668K in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on FDx Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.