PG
WPZ

Patten Group’s Williams Partners L.P. WPZ Stock Holding History

Patten Group’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
-5,235
Closed -$212K – 728
2018
Q2 		$212K Sell
5,235
-4,356
-45% -$166K 0.08% 186
2018
Q1 		$330K Sell
9,591
-985
-9% -$38.5K 0.14% 146
2017
Q4 		$410K Buy
10,576
+207
+2% +$7.77K 0.16% 137
2017
Q3 		$403K Buy
10,369
+207
+2% +$8.18K 0.16% 134
2017
Q2 		$401K Buy
10,162
+1,747
+21% +$69.9K 0.16% 134
2017
Q1 		$353K Buy
8,415
+79
+0.9% +$3.18K 0.15% 135
2016
Q4 		$351K Buy
8,336
+326
+4% +$11.7K 0.16% 131
2016
Q3 		$292K Buy
+8,010
New +$295K 0.14% 142

Other funds holding WPZ

HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $249M AUM 25.29% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return

Patten Group's WPZ Position: Q3 2018 in Review

Patten Group sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 5,235 shares — an estimated $212K sold.

Patten Group first reported a position in WPZ in Q3 2016 and held it in 8 quarters. The position peaked at $410K in Q4 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Patten Group reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Patten Group sold 5,235 Williams Partners L.P. shares in Q3 2018, an estimated $212K.
  • Patten Group first reported a position in Williams Partners L.P. in Q3 2016 and held it in 8 quarters.
  • Patten Group's Williams Partners L.P. position peaked at $410K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Patten Group's 13F filing for Q3 2018, filed 14 Nov 2018.