STA
WPZ

Summit Trail Advisors’s Williams Partners L.P. WPZ Stock Holding History

Summit Trail 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
-29,010
Closed -$1.18M – 522
2018
Q2 		$1.18M Sell
29,010
-108,694
-79% -$4.13M 0.41% 37
2018
Q1 		$4.12M Buy
137,704
+28,549
+26% +$1.11M 0.7% 26
2017
Q4 		$4.65M Buy
+109,155
New +$4.1M 0.59% 29

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

Summit Trail Advisors's WPZ Position: Q3 2018 in Review

Summit Trail Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 29,010 shares — an estimated $1.18M sold.

Summit Trail Advisors first reported a position in WPZ in Q4 2017 and held it in 3 quarters. The position peaked at $4.65M in Q4 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Summit Trail Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 29,010 Williams Partners L.P. shares in Q3 2018, an estimated $1.18M.
  • Summit Trail Advisors first reported a position in Williams Partners L.P. in Q4 2017 and held it in 3 quarters.
  • Summit Trail Advisors's Williams Partners L.P. position peaked at $4.65M in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.