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

OneDigital 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	-1,052	Closed	-$43K	–	1348
2018 Q2	$43K	Sell	1,052 -433	-29%	-$16.5K	0.01%	552
2018 Q1	$51K	Hold	1,485	–	–	0.01%	511
2017 Q4	$58K	Buy	1,485 +433	+41%	+$16.3K	0.01%	467
2017 Q3	$41K	Sell	1,052 -347	-25%	-$13.7K	0.02%	440
2017 Q2	$56K	Buy	+1,399	New	+$56K	0.02%	444

Other funds holding WPZ

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 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

OneDigital Investment Advisors's WPZ Position: Q3 2018 in Review

OneDigital Investment Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 1,052 shares — an estimated $43K sold.

OneDigital Investment Advisors first reported a position in WPZ in Q2 2017 and held it in 5 quarters. The position peaked at $58K in Q4 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

OneDigital Investment Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 1,052 Williams Partners L.P. shares in Q3 2018, an estimated $43K.
OneDigital Investment Advisors first reported a position in Williams Partners L.P. in Q2 2017 and held it in 5 quarters.
OneDigital Investment Advisors's Williams Partners L.P. position peaked at $58K in Q4 2017.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on OneDigital Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.