MYIA
WPZ

Mount Yale Investment Advisors’s Williams Partners L.P. WPZ Stock Holding History

Mount Yale Investment Advisors’s Portfolio WPZ Stock Details WPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,030
Closed -$123K – 1034
2018
Q2 		$123K Buy
3,030
+900
+42% +$36.5K 0.02% 396
2018
Q1 		$73K Buy
+2,130
New +$73K 0.02% 539