SGCA
WPZ
Steel Grove Capital Advisors’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $9.02M | Buy |
169,624
+5,583
| +3% | +$297K | 2.11% | 12 |
|
|
2014
Q2 | $8.91M | Sell |
164,041
-3,671
| -2% | -$199K | 2.1% | 13 |
|
|
2014
Q1 | $8.58M | Buy |
167,712
+3,654
| +2% | +$187K | 2.13% | 14 |
|
|
2013
Q4 | $8.38M | Buy |
164,058
+18,862
| +13% | +$963K | 2.12% | 13 |
|
|
2013
Q3 | $7.7M | Buy |
145,196
+6,919
| +5% | +$367K | 2.17% | 14 |
|
|
2013
Q2 | $7.16M | Buy |
+138,277
| New | +$7.16M | 2.29% | 13 |
|