Telemus Capital’s Williams Partners L.P. WPZ Stock Holding History

Telemus Capital’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	-25,500	Closed	-$1.03M	–	460
2018 Q2	$1.03M	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%	+$568K	0.1%	149
2017 Q1	$461K	Buy	+11,300	New	+$454K	0.05%	231

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

Telemus Capital's WPZ Position: Q3 2018 in Review

Telemus Capital sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 25,500 shares — an estimated $1.03M sold.

Telemus Capital first reported a position in WPZ in Q1 2017 and held it in 6 quarters. The position peaked at $1.03M in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Telemus Capital reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Telemus Capital sold 25,500 Williams Partners L.P. shares in Q3 2018, an estimated $1.03M.
Telemus Capital first reported a position in Williams Partners L.P. in Q1 2017 and held it in 6 quarters.
Telemus Capital's Williams Partners L.P. position peaked at $1.03M in Q2 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Telemus Capital's 13F filing for Q3 2018, filed 23 Oct 2018.