FIM
WPZ

Fernwood Investment Management’s Williams Partners L.P. WPZ Stock Holding History

Fernwood Investment Management’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
-5,259
Closed -$213K – 173
2018
Q2 		$213K Buy
+5,259
New +$200K 0.12% 144
2018
Q1 		– Sell
-5,259
Closed -$204K – 156
2017
Q4 		$204K Sell
5,259
-5,032
-49% -$189K 0.11% 140
2017
Q3 		$400K Hold
10,291
– – 0.25% 93
2017
Q2 		$413K Buy
10,291
+480
+5% +$19.2K 0.3% 90
2017
Q1 		$401K Sell
9,811
-33
-0.3% -$1.33K 0.32% 86
2016
Q4 		$374K Sell
9,844
-780
-7% -$28K 0.36% 84
2016
Q3 		$395K Hold
10,624
– – 0.36% 75
2016
Q2 		$368K Hold
10,624
– – 0.36% 73
2016
Q1 		$217K Hold
10,624
– – 0.22% 104
2015
Q4 		$296K Sell
10,624
-1,300
-11% -$39K 0.25% 87
2015
Q3 		$381K Hold
11,924
– – 0.33% 70
2015
Q2 		$577K Hold
11,924
– – 0.45% 60
2015
Q1 		$587K Sell
11,924
-2,506
-17% -$122K 0.48% 59
2014
Q4 		$609K Buy
+14,430
New +$816K 0.52% 59

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

Fernwood Investment Management's WPZ Position: Q3 2018 in Review

Fernwood Investment Management sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 5,259 shares — an estimated $213K sold.

Fernwood Investment Management first reported a position in WPZ in Q4 2014 and held it in 14 quarters. The position peaked at $609K in Q4 2014. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Fernwood Investment Management reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Fernwood Investment Management sold 5,259 Williams Partners L.P. shares in Q3 2018, an estimated $213K.
  • Fernwood Investment Management first reported a position in Williams Partners L.P. in Q4 2014 and held it in 14 quarters.
  • Fernwood Investment Management's Williams Partners L.P. position peaked at $609K in Q4 2014.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Fernwood Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.