Institutional & Family Asset Management’s Williams Partners L.P. WPZ Stock Holding History

Institutional & Family Asset 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 Q3	–	Sell	-28,862	Closed	-$1.17M	–	901
2018 Q2	$1.17M	Buy	28,862 +6,585	+30%	+$251K	0.24%	82
2018 Q1	$767K	Sell	22,277 -18,963	-46%	-$741K	0.16%	94
2017 Q4	$1.6M	Sell	41,240 -3,575	-8%	-$134K	0.31%	71
2017 Q3	$1.74M	Buy	+44,815	New	+$1.77M	0.35%	71

Other funds holding WPZ

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 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

Institutional & Family Asset Management's WPZ Position: Q3 2018 in Review

Institutional & Family Asset Management sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 28,862 shares — an estimated $1.17M sold.

Institutional & Family Asset Management first reported a position in WPZ in Q3 2017 and held it in 4 quarters. The position peaked at $1.74M in Q3 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Institutional & Family Asset Management reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Institutional & Family Asset Management sold 28,862 Williams Partners L.P. shares in Q3 2018, an estimated $1.17M.
Institutional & Family Asset Management first reported a position in Williams Partners L.P. in Q3 2017 and held it in 4 quarters.
Institutional & Family Asset Management's Williams Partners L.P. position peaked at $1.74M in Q3 2017.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Institutional & Family Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.