IAA
WPZ

Independent Advisor Alliance’s Williams Partners L.P. WPZ Stock Holding History

Independent Advisor Alliance’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
-8,107
Closed -$329K – 424
2018
Q2 		$329K Buy
8,107
+202
+3% +$7.68K 0.07% 235
2018
Q1 		$270K Buy
7,905
+2
+0% +$78 0.06% 265
2017
Q4 		$326K Buy
+7,903
New +$297K 0.07% 235

Other funds holding WPZ

HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
SC
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

Independent Advisor Alliance's WPZ Position: Q3 2018 in Review

Independent Advisor Alliance sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 8,107 shares — an estimated $329K sold.

Independent Advisor Alliance first reported a position in WPZ in Q4 2017 and held it in 3 quarters. The position peaked at $329K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Independent Advisor Alliance reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,107 Williams Partners L.P. shares in Q3 2018, an estimated $329K.
  • Independent Advisor Alliance first reported a position in Williams Partners L.P. in Q4 2017 and held it in 3 quarters.
  • Independent Advisor Alliance's Williams Partners L.P. position peaked at $329K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Independent Advisor Alliance's 13F filing for Q3 2018, filed 13 Nov 2018.