IA
WPZ

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

IFP 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
-2,700
Closed -$110K – 4179
2018
Q2 		$110K Buy
2,700
+280
+12% +$10.7K ﹤0.01% 1424
2018
Q1 		$94K Hold
2,420
– – ﹤0.01% 1424
2017
Q4 		$94K Sell
2,420
-7,931
-77% -$298K ﹤0.01% 1436
2017
Q3 		$403K Sell
10,351
-1,028
-9% -$40.6K 0.02% 778
2017
Q2 		$456K Buy
11,379
+181
+2% +$7.25K 0.02% 715
2017
Q1 		$457K Sell
11,198
-279
-2% -$11.2K 0.02% 727
2016
Q4 		$436K Buy
11,477
+640
+6% +$23K 0.02% 677
2016
Q3 		$403K Sell
10,837
-739
-6% -$27.2K 0.02% 649
2016
Q2 		$401K Buy
+11,576
New +$343K 0.02% 636
2016
Q1 		– Sell
-11,051
Closed -$308K – 4316
2015
Q4 		$308K Buy
+11,051
New +$332K 0.02% 654

Other funds holding WPZ

HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $249M AUM 25.29% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return

IFP Advisors's WPZ Position: Q3 2018 in Review

IFP Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 2,700 shares — an estimated $110K sold.

IFP Advisors first reported a position in WPZ in Q4 2015 and held it in 10 quarters. The position peaked at $457K in Q1 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • IFP Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • IFP Advisors sold 2,700 Williams Partners L.P. shares in Q3 2018, an estimated $110K.
  • IFP Advisors first reported a position in Williams Partners L.P. in Q4 2015 and held it in 10 quarters.
  • IFP Advisors's Williams Partners L.P. position peaked at $457K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.