RWP
WPZ

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

RWA Wealth Partners’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
-424
Closed -$17K – 809
2018
Q2 		$17K Hold
424
– – ﹤0.01% 557
2018
Q1 		$15K Buy
+424
New +$16.6K ﹤0.01% 431

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

RWA Wealth Partners's WPZ Position: Q3 2018 in Review

RWA Wealth Partners sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 424 shares — an estimated $17K sold.

RWA Wealth Partners first reported a position in WPZ in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • RWA Wealth Partners reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 424 Williams Partners L.P. shares in Q3 2018, an estimated $17K.
  • RWA Wealth Partners first reported a position in Williams Partners L.P. in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Williams Partners L.P. position peaked at $17K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.