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

Pin Oak 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	-4,507	Closed	-$183K	–	461
2018 Q2	$183K	Sell	4,507 -273	-6%	-$10.4K	0.13%	119
2018 Q1	$165K	Hold	4,780	–	–	0.13%	123
2017 Q4	$185K	Buy	+4,780	New	+$179K	0.14%	115

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

Pin Oak Investment Advisors's WPZ Position: Q3 2018 in Review

Pin Oak Investment Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 4,507 shares — an estimated $183K sold.

Pin Oak Investment Advisors first reported a position in WPZ in Q4 2017 and held it in 3 quarters. The position peaked at $185K in Q4 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Pin Oak Investment Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Pin Oak Investment Advisors sold 4,507 Williams Partners L.P. shares in Q3 2018, an estimated $183K.
Pin Oak Investment Advisors first reported a position in Williams Partners L.P. in Q4 2017 and held it in 3 quarters.
Pin Oak Investment Advisors's Williams Partners L.P. position peaked at $185K in Q4 2017.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.