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

NewEdge 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	-9,406	Closed	-$377	–	699
2018 Q2	$377	Buy	9,406 +2,978	+46%	+$113K	0.03%	360
2018 Q1	$219K	Buy	6,428 +528	+9%	+$20.6K	0.03%	445
2017 Q4	$244K	Sell	5,900 -1,300	-18%	-$48.8K	0.03%	356
2017 Q3	$284K	Hold	7,200	–	–	0.04%	291
2017 Q2	$288K	Buy	+7,200	New	+$288K	0.05%	264

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

NewEdge Advisors's WPZ Position: Q3 2018 in Review

NewEdge Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 9,406 shares — an estimated $377 sold.

NewEdge Advisors first reported a position in WPZ in Q2 2017 and held it in 5 quarters. The position peaked at $288K in Q2 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

NewEdge Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
NewEdge Advisors sold 9,406 Williams Partners L.P. shares in Q3 2018, an estimated $377.
NewEdge Advisors first reported a position in Williams Partners L.P. in Q2 2017 and held it in 5 quarters.
NewEdge Advisors's Williams Partners L.P. position peaked at $288K in Q2 2017.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on NewEdge Advisors's 13F filing for Q3 2018, filed 29 Oct 2018.