Grassi Investment Management’s Williams Partners L.P. WPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-20,777
| Closed | -$1.06M | – | 150 |
|
|
2014
Q4 | $1.06M | Sell |
20,777
-1,293
| -6% | -$66K | 0.19% | 94 |
|
|
2014
Q3 | $1.32M | Buy |
22,070
+213
| +1% | +$12.8K | 0.25% | 86 |
|
|
2014
Q2 | $1.31M | Buy |
21,857
+3,024
| +16% | +$181K | 0.29% | 83 |
|
|
2014
Q1 | $1.02M | Sell |
18,833
-1,910
| -9% | -$104K | 0.24% | 89 |
|
|
2013
Q4 | $1.11M | Hold |
20,743
| – | – | 0.26% | 83 |
|
|
2013
Q3 | $944K | Sell |
20,743
-1,644
| -7% | -$74.8K | 0.25% | 84 |
|
|
2013
Q2 | $1.01M | Buy |
+22,387
| New | +$1.01M | 0.27% | 82 |
|