JP Morgan Private Wealth Advisors’s Williams Partners L.P. WPZ Stock Holding History

JP Morgan Private Wealth 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	-101,221	Closed	-$4.11M	–	1645
2018 Q2	$4.11M	Buy	+101,221	New	+$3.85M	0.02%	440
2017 Q3	–	Sell	-7,543	Closed	-$303K	–	1310
2017 Q2	$303K	Sell	7,543 -31,507	-81%	-$1.26M	﹤0.01%	1013
2017 Q1	$1.59M	Buy	+39,050	New	+$1.57M	0.01%	517
2016 Q4	–	Sell	-37,994	Closed	-$1.41M	–	1338
2016 Q3	$1.41M	Buy	37,994 +8,525	+29%	+$314K	0.01%	514
2016 Q2	$1.02M	Sell	29,469 -6,514	-18%	-$193K	0.01%	591
2016 Q1	$736K	Buy	+35,983	New	+$706K	0.01%	633
2015 Q4	–	Sell	-68,816	Closed	-$2.2M	–	1261
2015 Q3	$2.2M	Buy	+68,816	New	+$2.88M	0.03%	320
2015 Q2	–	Sell	-15,961	Closed	-$786K	–	1191
2015 Q1	$786K	Buy	+15,961	New	+$778K	0.01%	592

Other funds holding WPZ

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's WPZ Position: Q3 2018 in Review

JP Morgan Private Wealth Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 101,221 shares — an estimated $4.11M sold.

JP Morgan Private Wealth Advisors first reported a position in WPZ in Q1 2015 and held it in 8 quarters. The position peaked at $4.11M in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

JP Morgan Private Wealth Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 101,221 Williams Partners L.P. shares in Q3 2018, an estimated $4.11M.
JP Morgan Private Wealth Advisors first reported a position in Williams Partners L.P. in Q1 2015 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Williams Partners L.P. position peaked at $4.11M in Q2 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.