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 $2.84B 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

Level Four Advisory Services's WPZ Position: Q3 2018 in Review

Level Four Advisory Services sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 56,891 shares — an estimated $2.31M sold.

Level Four Advisory Services first reported a position in WPZ in Q4 2016 and held it in 7 quarters. The position peaked at $2.31M in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Level Four Advisory Services reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Level Four Advisory Services sold 56,891 Williams Partners L.P. shares in Q3 2018, an estimated $2.31M.
Level Four Advisory Services first reported a position in Williams Partners L.P. in Q4 2016 and held it in 7 quarters.
Level Four Advisory Services's Williams Partners L.P. position peaked at $2.31M in Q2 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Level Four Advisory Services's 13F filing for Q3 2018, filed 14 Nov 2018.