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

IBEX 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	-56,622	Closed	-$1.93M	–	104
2018 Q2	$1.93M	Hold	56,622	–	–	0.77%	59
2018 Q1	$1.93M	Buy	56,622 +25,093	+80%	+$980K	0.78%	58
2017 Q4	$1.3M	Sell	31,529 -21,752	-41%	-$817K	0.58%	54
2017 Q3	$2.1M	Sell	53,281 -502	-0.9%	-$19.8K	0.78%	51
2017 Q2	$2.15M	Buy	+53,783	New	+$2.15M	0.85%	49

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

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

IBEX Wealth Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 56,622 shares — an estimated $1.93M sold.

IBEX Wealth Advisors first reported a position in WPZ in Q2 2017 and held it in 5 quarters. The position peaked at $2.15M in Q2 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

IBEX Wealth Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
IBEX Wealth Advisors sold 56,622 Williams Partners L.P. shares in Q3 2018, an estimated $1.93M.
IBEX Wealth Advisors first reported a position in Williams Partners L.P. in Q2 2017 and held it in 5 quarters.
IBEX Wealth Advisors's Williams Partners L.P. position peaked at $2.15M in Q2 2017.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on IBEX Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.