Tiedemann Advisors’s Williams Partners L.P. WPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-409,272
| Closed | -$16.6M | – | 322 |
|
|
2018
Q2 | $16.6M | Sell |
409,272
-52,323
| -11% | -$1.99M | 1.06% | 22 |
|
|
2018
Q1 | $15.9M | Buy |
461,595
+52,273
| +13% | +$2.04M | 1.09% | 22 |
|
|
2017
Q4 | $15.9M | Buy |
409,322
+35,591
| +10% | +$1.34M | 1.21% | 22 |
|
|
2017
Q3 | $14.3M | Buy |
373,731
+39,658
| +12% | +$1.57M | 1.29% | 16 |
|
|
2017
Q2 | $13.4M | Buy |
334,073
+40,605
| +14% | +$1.63M | 0.97% | 22 |
|
|
2017
Q1 | $12M | Sell |
293,468
-20,092
| -6% | -$808K | 1.01% | 22 |
|
|
2016
Q4 | $11.9M | Buy |
313,560
+271,828
| +651% | +$9.77M | 1.19% | 17 |
|
|
2016
Q3 | $1.55M | Hold |
41,732
| – | – | 0.32% | 37 |
|
|
2016
Q2 | $1.45M | Hold |
41,732
| – | – | 1.39% | 23 |
|
|
2016
Q1 | $853K | Sell |
41,732
-12,500
| -23% | -$245K | 0.68% | 32 |
|
|
2015
Q4 | $1.51M | Sell |
54,232
-9,344
| -15% | -$280K | 0.58% | 23 |
|
|
2015
Q3 | $2.03M | Buy |
+63,576
| New | +$2.66M | 1.56% | 12 |
|
|
2015
Q1 | – | Sell |
-45,345
| Closed | -$2.32M | – | 27 |
|
|
2014
Q4 | $2.32M | Buy |
45,345
+15,979
| +54% | +$904K | 3.64% | 11 |
|
|
2014
Q3 | $1.76M | Hold |
29,366
| – | – | 3.6% | 10 |
|
|
2014
Q2 | $1.76M | Hold |
29,366
| – | – | 4.12% | 9 |
|
|
2014
Q1 | $1.59M | Buy |
29,366
+2,577
| +10% | +$136K | 5.07% | 6 |
|
|
2013
Q4 | $1.43M | Sell |
26,789
-21,199
| -44% | -$1.04M | 4.72% | 8 |
|
|
2013
Q3 | $2.18M | Buy |
47,988
+14,631
| +44% | +$647K | 4.38% | 9 |
|
|
2013
Q2 | $1.5M | Buy |
+33,357
| New | +$1.36M | 3.08% | 17 |
|
Other funds holding WPZ
Tiedemann Advisors's WPZ Position: Q3 2018 in Review
Tiedemann Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 409,272 shares — an estimated $16.6M sold.
Tiedemann Advisors first reported a position in WPZ in Q2 2013 and held it in 19 quarters. The position peaked at $16.6M in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.
- Tiedemann Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
- Tiedemann Advisors sold 409,272 Williams Partners L.P. shares in Q3 2018, an estimated $16.6M.
- Tiedemann Advisors first reported a position in Williams Partners L.P. in Q2 2013 and held it in 19 quarters.
- Tiedemann Advisors's Williams Partners L.P. position peaked at $16.6M in Q2 2018.
- 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.
Based on Tiedemann Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.