PFO
WPZ

Pathstone Family Office’s Williams Partners L.P. WPZ Stock Holding History

Pathstone Family Office’s Portfolio WPZ Stock Details WPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,250
Closed -$130K – 389
2017
Q2 		$130K Buy
+3,250
New +$130K 0.05% 136
2013
Q4 		– Sell
-430
Closed -$20K – 374
2013
Q3 		$20K Hold
430
– – 0.09% 128
2013
Q2 		$19K Buy
+430
New +$19K 0.02% 196