STA
WPZ
Summit Trail Advisors’s Williams Partners L.P. WPZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-29,010
| Closed | -$1.18M | – | 522 |
|
|
2018
Q2 | $1.18M | Sell |
29,010
-108,694
| -79% | -$4.41M | 0.41% | 37 |
|
|
2018
Q1 | $4.12M | Buy |
137,704
+28,549
| +26% | +$854K | 0.7% | 26 |
|
|
2017
Q4 | $4.65M | Buy |
+109,155
| New | +$4.65M | 0.59% | 29 |
|