HCC
WPZ
Hirtle Callaghan & Co’s Williams Partners L.P. WPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,236
| Closed | -$90K | – | 225 |
|
|
2017
Q2 | $90K | Hold |
2,236
| – | – | 0.01% | 44 |
|
|
2017
Q1 | $91K | Buy |
+2,236
| New | +$91K | 0.01% | 43 |
|
|
2016
Q1 | – | Sell |
-2,163
| Closed | -$60K | – | 196 |
|
|
2015
Q4 | $60K | Hold |
2,163
| – | – | 0.01% | 120 |
|
|
2015
Q3 | $69K | Hold |
2,163
| – | – | 0.01% | 145 |
|
|
2015
Q2 | $105K | Buy |
+2,163
| New | +$105K | 0.04% | 134 |
|
|
2014
Q4 | – | Sell |
-1,890
| Closed | -$120K | – | 630 |
|
|
2014
Q3 | $120K | Hold |
1,890
| – | – | 0.02% | 227 |
|
|
2014
Q2 | $120K | Hold |
1,890
| – | – | 0.02% | 274 |
|
|
2014
Q1 | $109K | Hold |
1,890
| – | – | 0.02% | 281 |
|
|
2013
Q4 | $107K | Hold |
1,890
| – | – | 0.01% | 266 |
|
|
2013
Q3 | $91K | Buy |
+1,890
| New | +$91K | 0.01% | 286 |
|