SBIA
WPZ

Sheaff Brock Investment Advisors’s Williams Partners L.P. WPZ Stock Holding History

Sheaff Brock Investment 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
-5,635
Closed -$229K – 573
2018
Q2 		$229K Sell
5,635
-3,315
-37% -$126K 0.02% 424
2018
Q1 		$308K Sell
8,950
-472
-5% -$18.4K 0.03% 353
2017
Q4 		$365K Sell
9,422
-207
-2% -$7.77K 0.05% 311
2017
Q3 		$375K Sell
9,629
-93
-1% -$3.67K 0.05% 311
2017
Q2 		$390K Buy
9,722
+76
+0.8% +$3.04K 0.05% 329
2017
Q1 		$394K Sell
9,646
-1,326
-12% -$53.3K 0.05% 325
2016
Q4 		$417K Buy
10,972
+2,890
+36% +$104K 0.05% 312
2016
Q3 		$301K Sell
8,082
-2,430
-23% -$89.4K 0.04% 353
2016
Q2 		$364K Sell
10,512
-364
-3% -$10.8K 0.05% 332
2016
Q1 		$222K Sell
10,876
-637
-6% -$12.5K 0.03% 463
2015
Q4 		$321K Buy
+11,513
New +$346K 0.04% 393

Other funds holding WPZ

HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 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

Sheaff Brock Investment Advisors's WPZ Position: Q3 2018 in Review

Sheaff Brock Investment Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 5,635 shares — an estimated $229K sold.

Sheaff Brock Investment Advisors first reported a position in WPZ in Q4 2015 and held it in 11 quarters. The position peaked at $417K in Q4 2016. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Sheaff Brock Investment Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 5,635 Williams Partners L.P. shares in Q3 2018, an estimated $229K.
  • Sheaff Brock Investment Advisors first reported a position in Williams Partners L.P. in Q4 2015 and held it in 11 quarters.
  • Sheaff Brock Investment Advisors's Williams Partners L.P. position peaked at $417K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.