PCP
WPZ

Proficio Capital Partners’s Williams Partners L.P. WPZ Stock Holding History

Proficio Capital Partners’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
-1,546
Closed -$63K – 1345
2018
Q2 		$63K Buy
+1,546
New +$58.8K 0.03% 293
2017
Q1 		– Sell
-346
Closed -$13K – 1419
2016
Q4 		$13K Buy
+346
New +$12.4K 0.01% 552

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

Proficio Capital Partners's WPZ Position: Q3 2018 in Review

Proficio Capital Partners sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 1,546 shares — an estimated $63K sold.

Proficio Capital Partners first reported a position in WPZ in Q4 2016 and held it in 2 quarters. The position peaked at $63K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Proficio Capital Partners reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Proficio Capital Partners sold 1,546 Williams Partners L.P. shares in Q3 2018, an estimated $63K.
  • Proficio Capital Partners first reported a position in Williams Partners L.P. in Q4 2016 and held it in 2 quarters.
  • Proficio Capital Partners's Williams Partners L.P. position peaked at $63K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Proficio Capital Partners's 13F filing for Q3 2018, filed 13 Nov 2018.