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

Heritage Wealth 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	-43,048	Closed	-$1.75M	–	397
2018 Q2	$1.75M	Sell	43,048 -758	-2%	-$28.8K	0.65%	32
2018 Q1	$1.51M	Sell	43,806 -68	-0.2%	-$2.66K	0.63%	34
2017 Q4	$1.7M	Sell	43,874 -1,330	-3%	-$49.9K	0.73%	27
2017 Q3	$1.76M	Sell	45,204 -277	-0.6%	-$10.9K	0.89%	23
2017 Q2	$1.82M	Buy	45,481 +567	+1%	+$22.7K	0.94%	21
2017 Q1	$1.83M	Buy	+44,914	New	+$1.81M	0.99%	22
2015 Q3	–	Sell	-28,268	Closed	-$1.37M	–	89
2015 Q2	$1.37M	Buy	+28,268	New	+$1.47M	1.14%	14

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

Heritage Wealth Advisors's WPZ Position: Q3 2018 in Review

Heritage Wealth Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 43,048 shares — an estimated $1.75M sold.

Heritage Wealth Advisors first reported a position in WPZ in Q2 2015 and held it in 7 quarters. The position peaked at $1.83M in Q1 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Heritage Wealth Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Heritage Wealth Advisors sold 43,048 Williams Partners L.P. shares in Q3 2018, an estimated $1.75M.
Heritage Wealth Advisors first reported a position in Williams Partners L.P. in Q2 2015 and held it in 7 quarters.
Heritage Wealth Advisors's Williams Partners L.P. position peaked at $1.83M in Q1 2017.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

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