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

Optimum 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	-866	Closed	-$35K	–	1122
2018 Q2	$35K	Hold	866	–	–	0.01%	608
2018 Q1	$30K	Buy	+866	New	+$33.8K	0.01%	632
2015 Q1	$77K	Buy	+1,560	New	+$76.1K	0.02%	422

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

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

Optimum Investment Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 866 shares — an estimated $35K sold.

Optimum Investment Advisors first reported a position in WPZ in Q1 2015 and held it in 3 quarters. The position peaked at $77K in Q1 2015. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Optimum Investment Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Optimum Investment Advisors sold 866 Williams Partners L.P. shares in Q3 2018, an estimated $35K.
Optimum Investment Advisors first reported a position in Williams Partners L.P. in Q1 2015 and held it in 3 quarters.
Optimum Investment Advisors's Williams Partners L.P. position peaked at $77K in Q1 2015.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Optimum Investment Advisors's 13F filing for Q3 2018, filed 5 Oct 2018.