Rockefeller Financial Services’s Williams Partners L.P. WPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $140K | Sell |
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|
2017
Q3 | $160K | Sell |
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|
2017
Q2 | $214K | Sell |
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|
2017
Q1 | $226K | Hold |
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|
2016
Q4 | $211K | Hold |
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|
2016
Q3 | $206K | Hold |
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|
2016
Q2 | $191K | Hold |
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|
2016
Q1 | $113K | Hold |
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|
2015
Q4 | $154K | Sell |
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|
2015
Q3 | $299K | Hold |
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|
2015
Q2 | $455K | Hold |
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|
2015
Q1 | $463K | Buy |
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|
2014
Q4 | $236K | Hold |
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|
2014
Q3 | $277K | Hold |
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|
2014
Q2 | $276K | Hold |
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|
2014
Q1 | $250K | Hold |
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|
2013
Q4 | $246K | Hold |
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|
2013
Q3 | $210K | Hold |
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|
2013
Q2 | $207K | Buy |
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