SWM
WPZ
Segment Wealth Management’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-8,453
| Closed | -$422K | – | 193 |
|
|
2014
Q3 | $422K | Hold |
8,453
| – | – | 0.16% | 113 |
|
|
2014
Q2 | $432K | Buy |
8,453
+1,184
| +16% | +$60.5K | 0.17% | 113 |
|
|
2014
Q1 | $349K | Sell |
7,269
-9,118
| -56% | -$438K | 0.16% | 110 |
|
|
2013
Q4 | $785K | Hold |
16,387
| – | – | 0.39% | 71 |
|
|
2013
Q3 | $816K | Buy |
16,387
+2,123
| +15% | +$106K | 0.44% | 67 |
|
|
2013
Q2 | $693K | Buy |
+14,264
| New | +$693K | 0.41% | 65 |
|