RJFSA
WPZ

Raymond James Financial Services Advisors’s Williams Partners L.P. WPZ Stock Holding History

Raymond James Financial Services 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
-196,455
Closed -$7.97M – 2959
2018
Q2 		$7.97M Buy
196,455
+4,818
+3% +$183K 0.04% 456
2018
Q1 		$6.6M Sell
191,637
-2,378
-1% -$92.9K 0.04% 459
2017
Q4 		$7.52M Buy
194,015
+5,765
+3% +$216K 0.05% 405
2017
Q3 		$7.32M Buy
188,250
+6,735
+4% +$266K 0.05% 417
2017
Q2 		$7.28M Buy
181,515
+3,936
+2% +$158K 0.05% 403
2017
Q1 		$7.25M Buy
177,579
+2,045
+1% +$82.2K 0.06% 373
2016
Q4 		$6.68M Buy
175,534
+1,478
+0.8% +$53.1K 0.06% 363
2016
Q3 		$6.47M Sell
174,056
-6,198
-3% -$228K 0.06% 365
2016
Q2 		$6.24M Buy
180,254
+1,387
+0.8% +$41.1K 0.06% 351
2016
Q1 		$3.66M Sell
178,867
-5,742
-3% -$113K 0.04% 413
2015
Q4 		$5.14M Sell
184,609
-4,078
-2% -$122K 0.06% 362
2015
Q3 		$6.02M Buy
188,687
+169,495
+883% +$7.09M 0.1% 245
2015
Q2 		$929K Buy
+19,192
New +$995K 0.07% 344
2013
Q3 		– Sell
-18,583
Closed -$835K – 1102
2013
Q2 		$835K Buy
+18,583
New +$755K 0.02% 675

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

Raymond James Financial Services Advisors's WPZ Position: Q3 2018 in Review

Raymond James Financial Services Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 196,455 shares — an estimated $7.97M sold.

Raymond James Financial Services Advisors first reported a position in WPZ in Q2 2013 and held it in 14 quarters. The position peaked at $7.97M in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Raymond James Financial Services Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 196,455 Williams Partners L.P. shares in Q3 2018, an estimated $7.97M.
  • Raymond James Financial Services Advisors first reported a position in Williams Partners L.P. in Q2 2013 and held it in 14 quarters.
  • Raymond James Financial Services Advisors's Williams Partners L.P. position peaked at $7.97M in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.