Founders Capital Management (Texas)’s Williams Partners L.P. WPZ Stock Holding History

Founders Capital Management (Texas)’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 Q2	–	Sell	-346	Closed	-$12K	–	362
2018 Q1	$12K	Hold	346	–	–	0.01%	274
2017 Q4	$13K	Hold	346	–	–	0.01%	262
2017 Q3	$13K	Hold	346	–	–	0.01%	258
2017 Q2	$14K	Hold	346	–	–	0.01%	250
2017 Q1	$14K	Buy	+346	New	+$13.9K	0.01%	255

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Founders Capital Management (Texas)'s WPZ Position: Q2 2018 in Review

Founders Capital Management (Texas) sold out of Williams Partners L.P. (WPZ) in Q2 2018, closing a stake of 346 shares — an estimated $12K sold.

Founders Capital Management (Texas) first reported a position in WPZ in Q1 2017 and held it in 5 quarters. The position peaked at $14K in Q2 2017. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2018.

Founders Capital Management (Texas) reported no remaining Williams Partners L.P. position as of Q2 2018 after selling out during the quarter.
Founders Capital Management (Texas) sold 346 Williams Partners L.P. shares in Q2 2018, an estimated $12K.
Founders Capital Management (Texas) first reported a position in Williams Partners L.P. in Q1 2017 and held it in 5 quarters.
Founders Capital Management (Texas)'s Williams Partners L.P. position peaked at $14K in Q2 2017.
309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2018.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2018, filed 9 Jul 2018.