Fortis Advisors’s Williams Partners L.P. WPZ Stock Holding History

Fortis 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	-567	Closed	-$23K	–	341
2018 Q2	$23K	Hold	567	–	–	0.01%	241
2018 Q1	$20K	Hold	567	–	–	0.01%	216
2017 Q4	$22K	Hold	567	–	–	0.01%	205
2017 Q3	$22K	Buy	+567	New	+$22.4K	0.02%	201

Other funds holding WPZ

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

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

Fortis Advisors's WPZ Position: Q3 2018 in Review

Fortis Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 567 shares — an estimated $23K sold.

Fortis Advisors first reported a position in WPZ in Q3 2017 and held it in 4 quarters. The position peaked at $23K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Fortis Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Fortis Advisors sold 567 Williams Partners L.P. shares in Q3 2018, an estimated $23K.
Fortis Advisors first reported a position in Williams Partners L.P. in Q3 2017 and held it in 4 quarters.
Fortis Advisors's Williams Partners L.P. position peaked at $23K in Q2 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Fortis Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.