Summit Equities’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-26,774
Closed -$1.27M 26
2014
Q4
$1.27M Sell
26,774
-1,146
-4% -$54.2K 0.45% 16
2014
Q3
$1.4M Buy
27,920
+3,827
+16% +$191K 0.53% 16
2014
Q2
$1.23M Buy
24,093
+2,333
+11% +$119K 0.48% 17
2014
Q1
$1.04M Buy
+21,760
New +$1.04M 0.46% 17