LF
WPZ

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

Lee Financial’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
-3,556
Closed -$145K – 815
2018
Q2 		$145K Buy
3,556
+150
+4% +$5.71K 0.03% 185
2018
Q1 		$117K Buy
3,406
+3,146
+1,210% +$123K 0.03% 194
2017
Q4 		$10K Hold
260
– – ﹤0.01% 340
2017
Q3 		$10K Hold
260
– – ﹤0.01% 342
2017
Q2 		$10K Hold
260
– – ﹤0.01% 331
2017
Q1 		$11K Hold
260
– – ﹤0.01% 265
2016
Q4 		$10K Buy
+260
New +$9.34K 0.01% 294

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

Lee Financial's WPZ Position: Q3 2018 in Review

Lee Financial sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 3,556 shares — an estimated $145K sold.

Lee Financial first reported a position in WPZ in Q4 2016 and held it in 7 quarters. The position peaked at $145K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Lee Financial reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 3,556 Williams Partners L.P. shares in Q3 2018, an estimated $145K.
  • Lee Financial first reported a position in Williams Partners L.P. in Q4 2016 and held it in 7 quarters.
  • Lee Financial's Williams Partners L.P. position peaked at $145K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.