SMFS
WPZ

Squar Milner Financial Services’s Williams Partners L.P. WPZ Stock Holding History

Squar Milner Financial Services’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
-2,703
Closed -$110K – 906
2018
Q2 		$110K Buy
+2,703
New +$103K 0.1% 237

Other funds holding WPZ

HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 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

Squar Milner Financial Services's WPZ Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 2,703 shares — an estimated $110K sold.

Squar Milner Financial Services first reported a position in WPZ in Q2 2018 and held it in 1 quarter. The position peaked at $110K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,703 Williams Partners L.P. shares in Q3 2018, an estimated $110K.
  • Squar Milner Financial Services first reported a position in Williams Partners L.P. in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Williams Partners L.P. position peaked at $110K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.