TYCC
WPZ

Texas Yale Capital Corp’s Williams Partners L.P. WPZ Stock Holding History

Texas Yale Capital Corp’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
-92,095
Closed -$3.74M – 448
2018
Q2 		$3.74M Sell
92,095
-2,625
-3% -$99.9K 0.32% 56
2018
Q1 		$3.26M Hold
94,720
– – 0.28% 65
2017
Q4 		$3.67M Buy
94,720
+4,247
+5% +$159K 0.32% 59
2017
Q3 		$3.52M Sell
90,473
-2,125
-2% -$83.9K 0.3% 61
2017
Q2 		$3.71M Hold
92,598
– – 0.33% 54
2017
Q1 		$3.78M Hold
92,598
– – 0.33% 53
2016
Q4 		$3.52M Buy
92,598
+350
+0.4% +$12.6K 0.33% 55
2016
Q3 		$3.43M Hold
92,248
– – 0.33% 55
2016
Q2 		$3.19M Sell
92,248
-9,149
-9% -$271K 0.32% 64
2016
Q1 		$2.07M Sell
101,397
-75,681
-43% -$1.48M 0.21% 91
2015
Q4 		$4.93M Buy
177,078
+5,453
+3% +$164K 0.48% 44
2015
Q3 		$5.48M Buy
171,625
+5,173
+3% +$216K 0.52% 37
2015
Q2 		$8.06M Sell
166,452
-148
-0.1% -$7.68K 0.67% 31
2015
Q1 		$8.2M Buy
166,600
+79,237
+91% +$3.86M 0.66% 33
2014
Q4 		$4.46M Buy
87,363
+47,745
+121% +$2.7M 0.39% 48
2014
Q3 		$2.38M Hold
39,618
– – 0.22% 77
2014
Q2 		$2.37M Hold
39,618
– – 0.3% 74
2014
Q1 		$2.15M Buy
39,618
+1,714
+5% +$90.7K 0.3% 74
2013
Q4 		$2.02M Hold
37,904
– – 0.31% 78
2013
Q3 		$1.73M Hold
37,904
– – 0.29% 82
2013
Q2 		$1.7M Buy
+37,904
New +$1.54M 0.3% 79

Other funds holding WPZ

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

Texas Yale Capital Corp's WPZ Position: Q3 2018 in Review

Texas Yale Capital Corp sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 92,095 shares — an estimated $3.74M sold.

Texas Yale Capital Corp first reported a position in WPZ in Q2 2013 and held it in 21 quarters. The position peaked at $8.2M in Q1 2015. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Texas Yale Capital Corp reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Texas Yale Capital Corp sold 92,095 Williams Partners L.P. shares in Q3 2018, an estimated $3.74M.
  • Texas Yale Capital Corp first reported a position in Williams Partners L.P. in Q2 2013 and held it in 21 quarters.
  • Texas Yale Capital Corp's Williams Partners L.P. position peaked at $8.2M in Q1 2015.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Texas Yale Capital Corp's 13F filing for Q3 2018, filed 13 Nov 2018.