Telemus Capital’s Williams Partners L.P. WPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-25,500
| Closed | -$1.04M | – | 460 |
|
|
2018
Q2 | $1.04M | Hold |
25,500
| – | – | 0.08% | 196 |
|
|
2018
Q1 | $878K | Hold |
25,500
| – | – | 0.07% | 216 |
|
|
2017
Q4 | $989K | Hold |
25,500
| – | – | 0.08% | 204 |
|
|
2017
Q3 | $992K | Hold |
25,500
| – | – | 0.11% | 134 |
|
|
2017
Q2 | $1.02M | Buy |
25,500
+14,200
| +126% | +$570K | 0.1% | 149 |
|
|
2017
Q1 | $461K | Buy |
+11,300
| New | +$461K | 0.05% | 231 |
|