Peoples Financial Services Corp’s Williams Partners L.P. WPZ Stock Holding History

Peoples Financial Services Corp’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	-173	Closed	-$7K	–	375
2018 Q2	$7K	Hold	173	–	–	﹤0.01%	256
2018 Q1	$6K	Hold	173	–	–	﹤0.01%	272
2017 Q4	$7K	Hold	173	–	–	﹤0.01%	260
2017 Q3	$7K	Hold	173	–	–	﹤0.01%	251
2017 Q2	$7K	Hold	173	–	–	﹤0.01%	249
2017 Q1	$7K	Hold	173	–	–	﹤0.01%	249
2016 Q4	$6K	Hold	173	–	–	﹤0.01%	241
2016 Q3	$6K	Hold	173	–	–	﹤0.01%	252
2016 Q2	$6K	Hold	173	–	–	﹤0.01%	241
2016 Q1	$4K	Hold	173	–	–	﹤0.01%	264
2015 Q4	$5K	Hold	173	–	–	﹤0.01%	250
2015 Q3	$6K	Hold	173	–	–	﹤0.01%	242
2015 Q2	$8K	Hold	173	–	–	0.01%	236
2015 Q1	$9K	Buy	+173	New	+$8.44K	0.01%	227

Other funds holding WPZ

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

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

Peoples Financial Services Corp's WPZ Position: Q3 2018 in Review

Peoples Financial Services Corp sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 173 shares — an estimated $7K sold.

Peoples Financial Services Corp first reported a position in WPZ in Q1 2015 and held it in 14 quarters. The position peaked at $9K in Q1 2015. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Peoples Financial Services Corp reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Peoples Financial Services Corp sold 173 Williams Partners L.P. shares in Q3 2018, an estimated $7K.
Peoples Financial Services Corp first reported a position in Williams Partners L.P. in Q1 2015 and held it in 14 quarters.
Peoples Financial Services Corp's Williams Partners L.P. position peaked at $9K in Q1 2015.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Peoples Financial Services Corp's 13F filing for Q3 2018, filed 12 Oct 2018.