Simon Quick Advisors’s Williams Partners L.P. WPZ Stock Holding History

Simon Quick 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	-260	Closed	-$10K	–	359
2018 Q2	$10K	Hold	260	–	–	﹤0.01%	268
2018 Q1	$9K	Hold	260	–	–	﹤0.01%	244
2017 Q4	$11K	Hold	260	–	–	﹤0.01%	336
2017 Q3	$10K	Hold	260	–	–	﹤0.01%	430
2017 Q2	$10K	Hold	260	–	–	0.01%	238
2017 Q1	$11K	Buy	+260	New	+$10.5K	0.01%	256

Other funds holding WPZ

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

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

Simon Quick Advisors's WPZ Position: Q3 2018 in Review

Simon Quick Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 260 shares — an estimated $10K sold.

Simon Quick Advisors first reported a position in WPZ in Q1 2017 and held it in 6 quarters. The position peaked at $11K in Q4 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Simon Quick Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Simon Quick Advisors sold 260 Williams Partners L.P. shares in Q3 2018, an estimated $10K.
Simon Quick Advisors first reported a position in Williams Partners L.P. in Q1 2017 and held it in 6 quarters.
Simon Quick Advisors's Williams Partners L.P. position peaked at $11K in Q4 2017.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Simon Quick Advisors's 13F filing for Q3 2018, filed 29 Oct 2018.