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

Icon Wealth Partners’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	-49,103	Closed	-$1.99M	–	832
2018 Q2	$1.99M	Buy	49,103 +1,332	+3%	+$50.7K	0.84%	20
2018 Q1	$1.65M	Buy	47,771 +5,060	+12%	+$198K	0.88%	26
2017 Q4	$1.66M	Buy	+42,711	New	+$1.6M	0.82%	19

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

Icon Wealth Partners's WPZ Position: Q3 2018 in Review

Icon Wealth Partners sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 49,103 shares — an estimated $1.99M sold.

Icon Wealth Partners first reported a position in WPZ in Q4 2017 and held it in 3 quarters. The position peaked at $1.99M in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Icon Wealth Partners reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Icon Wealth Partners sold 49,103 Williams Partners L.P. shares in Q3 2018, an estimated $1.99M.
Icon Wealth Partners first reported a position in Williams Partners L.P. in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Williams Partners L.P. position peaked at $1.99M in Q2 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

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