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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-17,322
Closed -$482K 563
2015
Q4
$482K Buy
17,322
+3,379
+24% +$94K 0.02% 377
2015
Q3
$445K Buy
+13,943
New +$445K 0.02% 422