THWM
WPZ

Taylor Hoffman Wealth Management’s Williams Partners L.P. WPZ Stock Holding History

Taylor Hoffman Wealth Management’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
Q1 		– Sell
-537
Closed -$21K – 475
2017
Q4 		$21K Buy
+537
New +$20.2K 0.02% 242

Other funds holding WPZ

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Taylor Hoffman Wealth Management's WPZ Position: Q1 2018 in Review

Taylor Hoffman Wealth Management sold out of Williams Partners L.P. (WPZ) in Q1 2018, closing a stake of 537 shares — an estimated $21K sold.

Taylor Hoffman Wealth Management first reported a position in WPZ in Q4 2017 and held it in 1 quarter. The position peaked at $21K in Q4 2017. 298 funds tracked by Wall St. Rank hold WPZ as of Q1 2018.

  • Taylor Hoffman Wealth Management reported no remaining Williams Partners L.P. position as of Q1 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 537 Williams Partners L.P. shares in Q1 2018, an estimated $21K.
  • Taylor Hoffman Wealth Management first reported a position in Williams Partners L.P. in Q4 2017 and held it in 1 quarter.
  • Taylor Hoffman Wealth Management's Williams Partners L.P. position peaked at $21K in Q4 2017.
  • 298 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2018, filed 10 May 2018.