Ropes Wealth Advisors’s Williams Partners L.P. WPZ Stock Holding History

Ropes Wealth 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	-1,114	Closed	-$45K	–	608
2018 Q2	$45K	Hold	1,114	–	–	0.01%	362
2018 Q1	$38K	Hold	1,114	–	–	0.01%	359
2017 Q4	$43K	Hold	1,114	–	–	0.01%	365
2017 Q3	$43K	Hold	1,114	–	–	0.01%	345
2017 Q2	$45K	Hold	1,114	–	–	0.01%	344
2017 Q1	$45K	Hold	1,114	–	–	0.01%	343
2016 Q4	$42K	Hold	1,114	–	–	0.01%	335
2016 Q3	$41K	Hold	1,114	–	–	0.01%	297
2016 Q2	$39K	Hold	1,114	–	–	0.01%	286
2016 Q1	$23K	Hold	1,114	–	–	0.01%	272
2015 Q4	$31K	Hold	1,114	–	–	0.01%	275
2015 Q3	$36K	Hold	1,114	–	–	0.02%	284
2015 Q2	$54K	Hold	1,114	–	–	0.03%	190
2015 Q1	$55K	Buy	+1,114	New	+$54.3K	0.03%	187

Other funds holding WPZ

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

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

Ropes Wealth Advisors's WPZ Position: Q3 2018 in Review

Ropes Wealth Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 1,114 shares — an estimated $45K sold.

Ropes Wealth Advisors first reported a position in WPZ in Q1 2015 and held it in 14 quarters. The position peaked at $55K in Q1 2015. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Ropes Wealth Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 1,114 Williams Partners L.P. shares in Q3 2018, an estimated $45K.
Ropes Wealth Advisors first reported a position in Williams Partners L.P. in Q1 2015 and held it in 14 quarters.
Ropes Wealth Advisors's Williams Partners L.P. position peaked at $55K in Q1 2015.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Ropes Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.