RFA
WPZ

Reilly Financial Advisors’s Williams Partners L.P. WPZ Stock Holding History

Reilly Financial 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
-129
Closed -$5K – 1079
2018
Q2 		$5K Hold
129
– – ﹤0.01% 823
2018
Q1 		$4K Buy
+129
New +$5.04K ﹤0.01% 835
2017
Q4 		– Sell
-129
Closed -$5K – 1072
2017
Q3 		$5K Hold
129
– – ﹤0.01% 783
2017
Q2 		$5K Hold
129
– – ﹤0.01% 793
2017
Q1 		$5K Hold
129
– – ﹤0.01% 765
2016
Q4 		$5K Hold
129
– – ﹤0.01% 691
2016
Q3 		$5K Buy
129
+43
+50% +$1.58K ﹤0.01% 664
2016
Q2 		$3K Hold
86
– – ﹤0.01% 705
2016
Q1 		$2K Hold
86
– – ﹤0.01% 1093
2015
Q4 		$2K Sell
86
-86
-50% -$2.58K ﹤0.01% 1098
2015
Q3 		$5K Buy
+172
New +$7.2K ﹤0.01% 979
2015
Q1 		– Sell
-106
Closed -$5K – 1412
2014
Q4 		$5K Sell
106
-106
-50% -$6K ﹤0.01% 641
2014
Q3 		$13K Hold
212
– – ﹤0.01% 480
2014
Q2 		$13K Buy
+212
New +$12.1K ﹤0.01% 511

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

Reilly Financial Advisors's WPZ Position: Q3 2018 in Review

Reilly Financial Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 129 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in WPZ in Q2 2014 and held it in 14 quarters. The position peaked at $13K in Q3 2014. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Reilly Financial Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 129 Williams Partners L.P. shares in Q3 2018, an estimated $5K.
  • Reilly Financial Advisors first reported a position in Williams Partners L.P. in Q2 2014 and held it in 14 quarters.
  • Reilly Financial Advisors's Williams Partners L.P. position peaked at $13K in Q3 2014.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Reilly Financial Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.