First Allied Advisory Services’s Williams Partners L.P. WPZ Stock Holding History

First Allied Advisory Services’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	-12,021	Closed	-$488K	–	1263
2018 Q2	$488K	Sell	12,021 -123	-1%	-$4.68K	0.02%	683
2018 Q1	$418K	Buy	12,144 +294	+2%	+$11.5K	0.02%	738
2017 Q4	$461K	Sell	11,850 -172	-1%	-$6.46K	0.02%	684
2017 Q3	$470K	Buy	12,022 +6,503	+118%	+$257K	0.02%	641
2017 Q2	$222K	Sell	5,519 -912	-14%	-$36.5K	0.01%	979
2017 Q1	$263K	Sell	6,431 -601	-9%	-$24.2K	0.01%	851
2016 Q4	$267K	Buy	+7,032	New	+$253K	0.01%	840
2016 Q1	–	Sell	-7,390	Closed	-$206K	–	1163
2015 Q4	$206K	Sell	7,390 -6,437	-47%	-$193K	0.01%	958
2015 Q3	$445K	Sell	13,827 -1,744	-11%	-$73K	0.02%	590
2015 Q2	$754K	Sell	15,571 -587	-4%	-$30.4K	0.03%	478
2015 Q1	$794K	Buy	+16,158	New	+$788K	0.05%	411

Other funds holding WPZ

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

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

First Allied Advisory Services's WPZ Position: Q3 2018 in Review

First Allied Advisory Services sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 12,021 shares — an estimated $488K sold.

First Allied Advisory Services first reported a position in WPZ in Q1 2015 and held it in 11 quarters. The position peaked at $794K in Q1 2015. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

First Allied Advisory Services reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
First Allied Advisory Services sold 12,021 Williams Partners L.P. shares in Q3 2018, an estimated $488K.
First Allied Advisory Services first reported a position in Williams Partners L.P. in Q1 2015 and held it in 11 quarters.
First Allied Advisory Services's Williams Partners L.P. position peaked at $794K in Q1 2015.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on First Allied Advisory Services's 13F filing for Q3 2018, filed 14 Nov 2018.