Sumitomo Mitsui Trust Group
WPZ

Sumitomo Mitsui Trust Group’s Williams Partners L.P. WPZ Stock Holding History

Sumitomo Mitsui Trust Group’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
-171,000
Closed -$6.94M – 923
2018
Q2 		$6.94M Sell
171,000
-13,000
-7% -$495K 0.01% 685
2018
Q1 		$6.33M Hold
184,000
– – 0.01% 683
2017
Q4 		$7.14M Sell
184,000
-44,000
-19% -$1.65M 0.01% 678
2017
Q3 		$8.87M Buy
228,000
+14,000
+7% +$553K 0.01% 660
2017
Q2 		$8.58M Buy
214,000
+20,000
+10% +$801K 0.01% 660
2017
Q1 		$7.92M Hold
194,000
– – 0.01% 645
2016
Q4 		$7.38M Buy
194,000
+15,000
+8% +$539K 0.01% 649
2016
Q3 		$6.66M Buy
179,000
+20,000
+13% +$736K 0.01% 652
2016
Q2 		$5.51M Buy
159,000
+51,000
+47% +$1.51M 0.01% 649
2016
Q1 		$2.21M Buy
108,000
+96,000
+800% +$1.88M ﹤0.01% 719
2015
Q4 		$321K Hold
12,000
– – ﹤0.01% 833
2015
Q3 		$383K Buy
12,000
+4,000
+50% +$167K ﹤0.01% 822
2015
Q2 		$387K Hold
8,000
– – ﹤0.01% 855
2015
Q1 		$394K Buy
+8,000
New +$390K ﹤0.01% 836

Other funds holding WPZ

HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $249M AUM 25.29% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group's WPZ Position: Q3 2018 in Review

Sumitomo Mitsui Trust Group sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 171,000 shares — an estimated $6.94M sold.

Sumitomo Mitsui Trust Group first reported a position in WPZ in Q1 2015 and held it in 14 quarters. The position peaked at $8.87M in Q3 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Sumitomo Mitsui Trust Group reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 171,000 Williams Partners L.P. shares in Q3 2018, an estimated $6.94M.
  • Sumitomo Mitsui Trust Group first reported a position in Williams Partners L.P. in Q1 2015 and held it in 14 quarters.
  • Sumitomo Mitsui Trust Group's Williams Partners L.P. position peaked at $8.87M in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2018, filed 7 Nov 2018.