Stokes Capital Advisors’s Williams Partners L.P. WPZ Stock Holding History

Stokes Capital 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	-13,784	Closed	-$559K	–	91
2018 Q2	$559K	Sell	13,784 -200	-1%	-$7.61K	0.37%	70
2018 Q1	$481K	Sell	13,984 -700	-5%	-$27.3K	0.32%	75
2017 Q4	$569K	Buy	+14,684	New	+$551K	0.38%	72

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

Stokes Capital Advisors's WPZ Position: Q3 2018 in Review

Stokes Capital Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 13,784 shares — an estimated $559K sold.

Stokes Capital Advisors first reported a position in WPZ in Q4 2017 and held it in 3 quarters. The position peaked at $569K in Q4 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Stokes Capital Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Stokes Capital Advisors sold 13,784 Williams Partners L.P. shares in Q3 2018, an estimated $559K.
Stokes Capital Advisors first reported a position in Williams Partners L.P. in Q4 2017 and held it in 3 quarters.
Stokes Capital Advisors's Williams Partners L.P. position peaked at $569K in Q4 2017.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Stokes Capital Advisors's 13F filing for Q3 2018, filed 12 Oct 2018.