SWP
WPZ

Stratos Wealth Partners’s Williams Partners L.P. WPZ Stock Holding History

Stratos Wealth Partners’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
-8,276
Closed -$336K – 3103
2018
Q2 		$336K Buy
8,276
+281
+4% +$10.7K 0.02% 696
2018
Q1 		$275K Sell
7,995
-414
-5% -$16.2K 0.01% 762
2017
Q4 		$326K Sell
8,409
-837
-9% -$31.4K 0.01% 676
2017
Q3 		$360K Sell
9,246
-21
-0.2% -$830 0.02% 609
2017
Q2 		$372K Sell
9,267
-123
-1% -$4.92K 0.02% 559
2017
Q1 		$383K Sell
9,390
-402
-4% -$16.2K 0.02% 498
2016
Q4 		$372K Buy
9,792
+784
+9% +$28.2K 0.02% 461
2016
Q3 		$335K Buy
9,008
+268
+3% +$9.86K 0.02% 449
2016
Q2 		$303K Sell
8,740
-4,205
-32% -$124K 0.02% 446
2016
Q1 		$265K Sell
12,945
-4,395
-25% -$86.2K 0.02% 443
2015
Q4 		$483K Sell
17,340
-193
-1% -$5.79K 0.04% 312
2015
Q3 		$560K Sell
17,533
-1,718
-9% -$71.9K 0.07% 231
2015
Q2 		$932K Sell
19,251
-816
-4% -$42.3K 0.12% 163
2015
Q1 		$983K Buy
+20,067
New +$979K 0.12% 173

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

Stratos Wealth Partners's WPZ Position: Q3 2018 in Review

Stratos Wealth Partners sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 8,276 shares — an estimated $336K sold.

Stratos Wealth Partners first reported a position in WPZ in Q1 2015 and held it in 14 quarters. The position peaked at $983K in Q1 2015. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Stratos Wealth Partners reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 8,276 Williams Partners L.P. shares in Q3 2018, an estimated $336K.
  • Stratos Wealth Partners first reported a position in Williams Partners L.P. in Q1 2015 and held it in 14 quarters.
  • Stratos Wealth Partners's Williams Partners L.P. position peaked at $983K in Q1 2015.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Stratos Wealth Partners's 13F filing for Q3 2018, filed 2 Nov 2018.