Financial Architects (New Jersey)’s Williams Partners L.P. WPZ Stock Holding History

Financial Architects (New Jersey)’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 Q1	–	Sell	-620	Closed	-$24K	–	1679
2017 Q4	$24K	Sell	620 -527	-46%	-$19.8K	﹤0.01%	929
2017 Q3	$45K	Sell	1,147 -60	-5%	-$2.37K	0.01%	720
2017 Q2	$48K	Buy	1,207 +130	+12%	+$5.2K	0.01%	693
2017 Q1	$44K	Buy	1,077 +330	+44%	+$13.3K	0.01%	698
2016 Q4	$29K	Hold	747	–	–	0.01%	741
2016 Q3	$27K	Buy	747 +547	+274%	+$20.1K	0.01%	764
2016 Q2	$7K	Buy	+200	New	+$5.92K	﹤0.01%	1068
2015 Q3	–	Sell	-2,338	Closed	-$113K	–	1191
2015 Q2	$113K	Buy	+2,338	New	+$121K	0.04%	284

Other funds holding WPZ

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Financial Architects (New Jersey)'s WPZ Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of Williams Partners L.P. (WPZ) in Q1 2018, closing a stake of 620 shares — an estimated $24K sold.

Financial Architects (New Jersey) first reported a position in WPZ in Q2 2015 and held it in 8 quarters. The position peaked at $113K in Q2 2015. 299 funds tracked by Wall St. Rank hold WPZ as of Q1 2018.

Financial Architects (New Jersey) reported no remaining Williams Partners L.P. position as of Q1 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 620 Williams Partners L.P. shares in Q1 2018, an estimated $24K.
Financial Architects (New Jersey) first reported a position in Williams Partners L.P. in Q2 2015 and held it in 8 quarters.
Financial Architects (New Jersey)'s Williams Partners L.P. position peaked at $113K in Q2 2015.
299 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.