SIS
WPZ

Sound Income Strategies’s Williams Partners L.P. WPZ Stock Holding History

Sound Income Strategies’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
-63
Closed -$3K – 924
2018
Q2 		$3K Buy
+63
New +$2.4K ﹤0.01% 489

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

Sound Income Strategies's WPZ Position: Q3 2018 in Review

Sound Income Strategies sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 63 shares — an estimated $3K sold.

Sound Income Strategies first reported a position in WPZ in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Sound Income Strategies reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Sound Income Strategies sold 63 Williams Partners L.P. shares in Q3 2018, an estimated $3K.
  • Sound Income Strategies first reported a position in Williams Partners L.P. in Q2 2018 and held it in 1 quarter.
  • Sound Income Strategies's Williams Partners L.P. position peaked at $3K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Sound Income Strategies's 13F filing for Q3 2018, filed 1 Oct 2018.