MFG
WPZ

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

Merit Financial Group’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
-7,185
Closed -$291K – 123
2018
Q2 		$291K Buy
7,185
+485
+7% +$18.4K 0.05% 92
2018
Q1 		$230K Buy
+6,700
New +$262K 0.05% 101

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

Merit Financial Group's WPZ Position: Q3 2018 in Review

Merit Financial Group sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 7,185 shares — an estimated $291K sold.

Merit Financial Group first reported a position in WPZ in Q1 2018 and held it in 2 quarters. The position peaked at $291K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Merit Financial Group reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Merit Financial Group sold 7,185 Williams Partners L.P. shares in Q3 2018, an estimated $291K.
  • Merit Financial Group first reported a position in Williams Partners L.P. in Q1 2018 and held it in 2 quarters.
  • Merit Financial Group's Williams Partners L.P. position peaked at $291K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Merit Financial Group's 13F filing for Q3 2018, filed 25 Oct 2018.