Plancorp LLC’s Williams Partners L.P. WPZ Stock Holding History

Plancorp LLC’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	-8,528	Closed	-$346K	–	181
2018 Q2	$346K	Hold	8,528	–	–	0.14%	119
2018 Q1	$293K	Buy	8,528 +69	+0.8%	+$2.69K	0.09%	131
2017 Q4	$328K	Hold	8,459	–	–	0.11%	123
2017 Q3	$329K	Hold	8,459	–	–	0.1%	116
2017 Q2	$339K	Hold	8,459	–	–	0.1%	115
2017 Q1	$345K	Hold	8,459	–	–	0.1%	121
2016 Q4	$322K	Buy	+8,459	New	+$304K	0.09%	120
2016 Q1	–	Sell	-8,459	Closed	-$236K	–	88
2015 Q4	$236K	Hold	8,459	–	–	0.28%	67
2015 Q3	$270K	Hold	8,459	–	–	0.24%	75
2015 Q2	$410K	Buy	+8,459	New	+$439K	0.38%	49

Other funds holding WPZ

HAG

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

Plancorp LLC's WPZ Position: Q3 2018 in Review

Plancorp LLC sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 8,528 shares — an estimated $346K sold.

Plancorp LLC first reported a position in WPZ in Q2 2015 and held it in 10 quarters. The position peaked at $410K in Q2 2015. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Plancorp LLC reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Plancorp LLC sold 8,528 Williams Partners L.P. shares in Q3 2018, an estimated $346K.
Plancorp LLC first reported a position in Williams Partners L.P. in Q2 2015 and held it in 10 quarters.
Plancorp LLC's Williams Partners L.P. position peaked at $410K in Q2 2015.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Plancorp LLC's 13F filing for Q3 2018, filed 13 Nov 2018.