Steward Partners Investment Advisory’s Williams Partners L.P. WPZ Stock Holding History

Steward Partners Investment Advisory’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	-13,694	Closed	-$556K	–	2811
2018 Q2	$556K	Buy	13,694 +9,258	+209%	+$352K	0.03%	441
2018 Q1	$152K	Buy	+4,436	New	+$173K	0.01%	675

Other funds holding WPZ

HAG

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

Steward Partners Investment Advisory's WPZ Position: Q3 2018 in Review

Steward Partners Investment Advisory sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 13,694 shares — an estimated $556K sold.

Steward Partners Investment Advisory first reported a position in WPZ in Q1 2018 and held it in 2 quarters. The position peaked at $556K in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Steward Partners Investment Advisory reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 13,694 Williams Partners L.P. shares in Q3 2018, an estimated $556K.
Steward Partners Investment Advisory first reported a position in Williams Partners L.P. in Q1 2018 and held it in 2 quarters.
Steward Partners Investment Advisory's Williams Partners L.P. position peaked at $556K in Q2 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2018, filed 23 Oct 2018.