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 $2.39B 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