RFA
WPZ

Reilly Financial Advisors’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT 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
Q1 		– Sell
-129
Closed -$5K – 1119
2017
Q4 		$5K Buy
+129
New +$5K ﹤0.01% 796
2015
Q3 		– Sell
-86
Closed -$4K – 1512
2015
Q2 		$4K Hold
86
– – ﹤0.01% 1143
2015
Q1 		$4K Buy
+86
New +$3.45K ﹤0.01% 1083
2014
Q2 		– Sell
-106
Closed -$5K – 932
2014
Q1 		$5K Hold
106
– – ﹤0.01% 682
2013
Q4 		$5K Sell
106
-319
-75% -$15.3K ﹤0.01% 695
2013
Q3 		$21K Buy
425
+319
+301% +$15.3K 0.01% 340
2013
Q2 		$5K Buy
+106
New +$5.12K ﹤0.01% 647

Other funds holding WPZ

CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SG
Somerset Group Wayzata, Minnesota $135M AUM 21.18% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

Reilly Financial Advisors's WPZ Position: Q1 2018 in Review

Reilly Financial Advisors sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2018, closing a stake of 129 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in WPZ in Q2 2013 and held it in 7 quarters. The position peaked at $21K in Q3 2013. 8 funds tracked by Wall St. Rank hold WPZ as of Q1 2018.

  • Reilly Financial Advisors reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 129 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2018, an estimated $5K.
  • Reilly Financial Advisors first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 7 quarters.
  • Reilly Financial Advisors's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $21K in Q3 2013.
  • 8 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.