Rockefeller Capital Management
WPZ

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

Rockefeller Capital Management’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
-3,615
Closed -$147K – 802
2018
Q2 		$147K Hold
3,615
– – ﹤0.01% 358
2018
Q1 		$124K Buy
+3,615
New +$141K ﹤0.01% 363

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

Rockefeller Capital Management's WPZ Position: Q3 2018 in Review

Rockefeller Capital Management sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 3,615 shares — an estimated $147K sold.

Rockefeller Capital Management first reported a position in WPZ in Q1 2018 and held it in 2 quarters. The position peaked at $147K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Rockefeller Capital Management reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Rockefeller Capital Management sold 3,615 Williams Partners L.P. shares in Q3 2018, an estimated $147K.
  • Rockefeller Capital Management first reported a position in Williams Partners L.P. in Q1 2018 and held it in 2 quarters.
  • Rockefeller Capital Management's Williams Partners L.P. position peaked at $147K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Rockefeller Capital Management's 13F filing for Q3 2018, filed 2 Nov 2018.