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

JNBA Financial 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	-656	Closed	-$27K	–	781
2018 Q2	$27K	Hold	656	–	–	0.01%	288
2018 Q1	$23K	Hold	656	–	–	﹤0.01%	299
2017 Q4	$25K	Hold	656	–	–	0.01%	291
2017 Q3	$26K	Hold	656	–	–	0.01%	280
2017 Q2	$26K	Hold	656	–	–	0.01%	266
2017 Q1	$27K	Sell	656 -46	-7%	-$1.85K	0.01%	262
2016 Q4	$27K	Buy	+702	New	+$25.2K	0.01%	268
2016 Q3	–	Sell	-702	Closed	-$24K	–	1738
2016 Q2	$24K	Hold	702	–	–	0.01%	271
2016 Q1	$14K	Sell	702 -31	-4%	-$608	0.01%	319
2015 Q4	$20K	Buy	+733	New	+$22K	0.01%	288
2015 Q1	–	Sell	-80	Closed	-$4K	–	581
2014 Q4	$4K	Hold	80	–	–	﹤0.01%	452
2014 Q3	$5K	Buy	+80	New	+$4.73K	﹤0.01%	451

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

JNBA Financial Advisors's WPZ Position: Q3 2018 in Review

JNBA Financial Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 656 shares — an estimated $27K sold.

JNBA Financial Advisors first reported a position in WPZ in Q3 2014 and held it in 12 quarters. The position peaked at $27K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

JNBA Financial Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
JNBA Financial Advisors sold 656 Williams Partners L.P. shares in Q3 2018, an estimated $27K.
JNBA Financial Advisors first reported a position in Williams Partners L.P. in Q3 2014 and held it in 12 quarters.
JNBA Financial Advisors's Williams Partners L.P. position peaked at $27K in Q2 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on JNBA Financial Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.