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

TCI Wealth 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	-433	Closed	-$18K	–	1686
2018 Q2	$18K	Hold	433	–	–	0.01%	512
2018 Q1	$15K	Hold	433	–	–	0.01%	553
2017 Q4	$17K	Hold	433	–	–	0.01%	529
2017 Q3	$17K	Hold	433	–	–	0.01%	496
2017 Q2	$17K	Hold	433	–	–	0.01%	493
2017 Q1	$18K	Hold	433	–	–	0.01%	468
2016 Q4	$16K	Hold	433	–	–	0.01%	536
2016 Q3	$16K	Sell	433 -100	-19%	-$3.68K	0.01%	483
2016 Q2	$18K	Buy	+533	New	+$15.8K	0.01%	466
2016 Q1	–	Sell	-533	Closed	-$15K	–	1487
2015 Q4	$15K	Hold	533	–	–	0.01%	492
2015 Q3	$17K	Hold	533	–	–	0.01%	426
2015 Q2	$26K	Buy	+533	New	+$27.6K	0.01%	362

Other funds holding WPZ

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

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

TCI Wealth Advisors's WPZ Position: Q3 2018 in Review

TCI Wealth Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 433 shares — an estimated $18K sold.

TCI Wealth Advisors first reported a position in WPZ in Q2 2015 and held it in 12 quarters. The position peaked at $26K in Q2 2015. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

TCI Wealth Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
TCI Wealth Advisors sold 433 Williams Partners L.P. shares in Q3 2018, an estimated $18K.
TCI Wealth Advisors first reported a position in Williams Partners L.P. in Q2 2015 and held it in 12 quarters.
TCI Wealth Advisors's Williams Partners L.P. position peaked at $26K in Q2 2015.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on TCI Wealth Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.