IWM
WPZ

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

IHT Wealth Management’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
Q2 		– Sell
-1,827
Closed -$62K – 1640
2018
Q1 		$62K Hold
1,827
– – 0.02% 616
2017
Q4 		$75K Hold
1,827
– – 0.02% 575
2017
Q3 		$72K Hold
1,827
– – 0.03% 420
2017
Q2 		$18 Buy
+1,827
New +$73.1K 0.01% 818

Other funds holding WPZ

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IHT Wealth Management's WPZ Position: Q2 2018 in Review

IHT Wealth Management sold out of Williams Partners L.P. (WPZ) in Q2 2018, closing a stake of 1,827 shares — an estimated $62K sold.

IHT Wealth Management first reported a position in WPZ in Q2 2017 and held it in 4 quarters. The position peaked at $75K in Q4 2017. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2018.

  • IHT Wealth Management reported no remaining Williams Partners L.P. position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,827 Williams Partners L.P. shares in Q2 2018, an estimated $62K.
  • IHT Wealth Management first reported a position in Williams Partners L.P. in Q2 2017 and held it in 4 quarters.
  • IHT Wealth Management's Williams Partners L.P. position peaked at $75K in Q4 2017.
  • 309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.