FCAG
WPZ

First Capital Advisors Group’s Williams Partners L.P. WPZ Stock Holding History

First Capital Advisors Group’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
-16,442
Closed -$667K – 182
2018
Q2 		$667K Sell
16,442
-500
-3% -$19K 0.44% 48
2018
Q1 		$583K Sell
16,942
-844
-5% -$33K 0.34% 65
2017
Q4 		$690K Buy
17,786
+1,590
+10% +$59.7K 0.44% 56
2017
Q3 		$630K Hold
16,196
– – 0.43% 64
2017
Q2 		$650K Sell
16,196
-271
-2% -$10.8K 0.45% 71
2017
Q1 		$672K Hold
16,467
– – 0.5% 66
2016
Q4 		$626K Buy
+16,467
New +$592K 0.58% 48

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