Sequoia Financial Advisors’s Williams Partners L.P. WPZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-12,505
Closed -$678K 183
2014
Q1
$678K Sell
12,505
-2,729
-18% -$148K 0.56% 44
2013
Q4
$812K Buy
+15,234
New +$812K 0.67% 34