Northwestern Mutual Wealth Management
WPZ

Northwestern Mutual Wealth Management’s Williams Partners L.P. WPZ Stock Holding History

Northwestern Mutual Wealth Management’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
-2,236
Closed -$91K – 2776
2018
Q2 		$91K Sell
2,236
-133
-6% -$5.06K ﹤0.01% 1030
2018
Q1 		$82K Buy
2,369
+480
+25% +$18.7K ﹤0.01% 1026
2017
Q4 		$73K Buy
1,889
+665
+54% +$25K ﹤0.01% 1025
2017
Q3 		$48K Buy
1,224
+108
+10% +$4.27K ﹤0.01% 1140
2017
Q2 		$45K Sell
1,116
-408
-27% -$16.3K ﹤0.01% 1129
2017
Q1 		$63K Buy
1,524
+408
+37% +$16.4K ﹤0.01% 968
2016
Q4 		$42K Buy
+1,116
New +$40.1K ﹤0.01% 1094
2016
Q3 		– Sell
-449
Closed -$16K – 1995
2016
Q2 		$16K Sell
449
-129
-22% -$3.82K ﹤0.01% 1246
2016
Q1 		$12K Sell
578
-301
-34% -$5.9K ﹤0.01% 1382
2015
Q4 		$24K Sell
879
-7,289
-89% -$219K ﹤0.01% 963
2015
Q3 		$261K Buy
8,168
+3,036
+59% +$127K 0.01% 448
2015
Q2 		$249K Buy
5,132
+3,274
+176% +$170K 0.01% 428
2015
Q1 		$91K Buy
+1,858
New +$90.6K ﹤0.01% 554
2013
Q3 		– Sell
-2,584
Closed -$116K – 1568
2013
Q2 		$116K Buy
+2,584
New +$105K 0.01% 420

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

Northwestern Mutual Wealth Management's WPZ Position: Q3 2018 in Review

Northwestern Mutual Wealth Management sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 2,236 shares — an estimated $91K sold.

Northwestern Mutual Wealth Management first reported a position in WPZ in Q2 2013 and held it in 14 quarters. The position peaked at $261K in Q3 2015. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Northwestern Mutual Wealth Management reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,236 Williams Partners L.P. shares in Q3 2018, an estimated $91K.
  • Northwestern Mutual Wealth Management first reported a position in Williams Partners L.P. in Q2 2013 and held it in 14 quarters.
  • Northwestern Mutual Wealth Management's Williams Partners L.P. position peaked at $261K in Q3 2015.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.