LFAS
WPZ

Level Four Advisory Services’s Williams Partners L.P. WPZ Stock Holding History

Level Four Advisory Services’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
-56,891
Closed -$2.31M – 645
2018
Q2 		$2.31M Buy
56,891
+28,012
+97% +$1.07M 0.17% 128
2018
Q1 		$994K Sell
28,879
-4,153
-13% -$162K 0.08% 239
2017
Q4 		$1.28M Sell
33,032
-2,941
-8% -$110K 0.1% 188
2017
Q3 		$1.4M Buy
35,973
+26,380
+275% +$1.04M 0.12% 161
2017
Q2 		$394K Sell
9,593
-27,058
-74% -$1.08M 0.06% 298
2017
Q1 		$1.5M Buy
36,651
+688
+2% +$27.7K 0.15% 137
2016
Q4 		$1.37M Buy
+35,963
New +$1.29M 0.17% 129

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