Sargent Bickham Lagudis’s Williams Partners L.P. WPZ Stock Holding History

Sargent Bickham Lagudis’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	-144	Closed	-$6K	–	808
2018 Q2	$6K	Hold	144	–	–	﹤0.01%	659
2018 Q1	$5K	Hold	144	–	–	﹤0.01%	672
2017 Q4	$6K	Sell	144 -600	-81%	-$22.5K	﹤0.01%	680
2017 Q3	$29K	Buy	744 +600	+417%	+$23.7K	﹤0.01%	449
2017 Q2	$6K	Hold	144	–	–	﹤0.01%	648
2017 Q1	$6K	Hold	144	–	–	﹤0.01%	652
2016 Q4	$5K	Sell	144 -268	-65%	-$9.63K	﹤0.01%	631
2016 Q3	$15K	Sell	412 -162	-28%	-$5.96K	﹤0.01%	521
2016 Q2	$20K	Hold	574	–	–	﹤0.01%	462
2016 Q1	$12K	Buy	+574	New	+$11.3K	﹤0.01%	549

Other funds holding WPZ

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Schulhoff & Co Cincinnati, Ohio $249M AUM 25.29% 1-Year Est. Return

RCC

Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return

Sargent Bickham Lagudis's WPZ Position: Q3 2018 in Review

Sargent Bickham Lagudis sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 144 shares — an estimated $6K sold.

Sargent Bickham Lagudis first reported a position in WPZ in Q1 2016 and held it in 10 quarters. The position peaked at $29K in Q3 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Sargent Bickham Lagudis reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Sargent Bickham Lagudis sold 144 Williams Partners L.P. shares in Q3 2018, an estimated $6K.
Sargent Bickham Lagudis first reported a position in Williams Partners L.P. in Q1 2016 and held it in 10 quarters.
Sargent Bickham Lagudis's Williams Partners L.P. position peaked at $29K in Q3 2017.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2018, filed 13 Sep 2021.