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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-3,030	Closed	-$123K	–	1044
2018 Q2	$123K	Buy	3,030 +900	+42%	+$34.2K	0.02%	397
2018 Q1	$73K	Buy	+2,130	New	+$83.2K	0.02%	540

Other funds holding WPZ

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

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

Mount Yale Investment Advisors's WPZ Position: Q3 2018 in Review

Mount Yale Investment Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 3,030 shares — an estimated $123K sold.

Mount Yale Investment Advisors first reported a position in WPZ in Q1 2018 and held it in 2 quarters. The position peaked at $123K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Mount Yale Investment Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Mount Yale Investment Advisors sold 3,030 Williams Partners L.P. shares in Q3 2018, an estimated $123K.
Mount Yale Investment Advisors first reported a position in Williams Partners L.P. in Q1 2018 and held it in 2 quarters.
Mount Yale Investment Advisors's Williams Partners L.P. position peaked at $123K in Q2 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.