Tortoise Index Solutions’s Williams Partners L.P. WPZ Stock Holding History

Tortoise Index Solutions’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	-39,243	Closed	-$1.59M	–	94
2018 Q2	$1.59M	Buy	39,243 +8,211	+26%	+$312K	1.14%	22
2018 Q1	$1.07M	Sell	31,032 -889	-3%	-$34.7K	0.98%	24
2017 Q4	$1.24M	Buy	+31,921	New	+$1.2M	1.1%	23
2015 Q3	$172K	Buy	5,391 +431	+9%	+$18K	0.85%	31
2015 Q2	$240K	Buy	+4,960	New	+$257K	1.09%	23

Other funds holding WPZ

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Schulhoff & Co Cincinnati, Ohio $249M AUM 25.29% 1-Year Est. Return

RCC

Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return

Tortoise Index Solutions's WPZ Position: Q3 2018 in Review

Tortoise Index Solutions sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 39,243 shares — an estimated $1.59M sold.

Tortoise Index Solutions first reported a position in WPZ in Q2 2015 and held it in 5 quarters. The position peaked at $1.59M in Q2 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Tortoise Index Solutions reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Tortoise Index Solutions sold 39,243 Williams Partners L.P. shares in Q3 2018, an estimated $1.59M.
Tortoise Index Solutions first reported a position in Williams Partners L.P. in Q2 2015 and held it in 5 quarters.
Tortoise Index Solutions's Williams Partners L.P. position peaked at $1.59M in Q2 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Tortoise Index Solutions's 13F filing for Q3 2018, filed 8 Nov 2018.