Lido Advisors
WPZ

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

Lido 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
-7,134
Closed -$289K – 483
2018
Q2 		$289K Buy
+7,134
New +$271K 0.03% 318

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

Lido Advisors's WPZ Position: Q3 2018 in Review

Lido Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 7,134 shares — an estimated $289K sold.

Lido Advisors first reported a position in WPZ in Q2 2018 and held it in 1 quarter. The position peaked at $289K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Lido Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Lido Advisors sold 7,134 Williams Partners L.P. shares in Q3 2018, an estimated $289K.
  • Lido Advisors first reported a position in Williams Partners L.P. in Q2 2018 and held it in 1 quarter.
  • Lido Advisors's Williams Partners L.P. position peaked at $289K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Lido Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.