HAG
WPZ

HighPoint Advisor Group’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

HighPoint Advisor 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
2016
Q3 		– Sell
-8,296
Closed -$301K – 338
2016
Q2 		$301K Buy
8,296
+202
+2% +$7.33K 0.11% 202
2016
Q1 		$234K Buy
+8,094
New +$234K 0.14% 162

Other funds holding WPZ

WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
WIA
Westbourne Investment Advisors Annapolis, Maryland $343M AUM 20.91% 1-Year Est. Return
SG
Somerset Group Wayzata, Minnesota $135M AUM 21.18% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return