UMB Bank’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 |
-6,832
| Closed | -$277K | – | 366 |
|
2018
Q2 | $277K | Hold |
6,832
| – | – | 0.01% | 293 |
|
2018
Q1 | $235K | Sell |
6,832
-570
| -8% | -$19.6K | 0.01% | 309 |
|
2017
Q4 | $287K | Buy |
7,402
+570
| +8% | +$22.1K | 0.01% | 289 |
|
2017
Q3 | $266K | Hold |
6,832
| – | – | 0.01% | 286 |
|
2017
Q2 | $274K | Hold |
6,832
| – | – | 0.01% | 283 |
|
2017
Q1 | $279K | Hold |
6,832
| – | – | 0.01% | 295 |
|
2016
Q4 | $260K | Hold |
6,832
| – | – | 0.01% | 295 |
|
2016
Q3 | $254K | Hold |
6,832
| – | – | 0.01% | 318 |
|
2016
Q2 | $237K | Buy |
+6,832
| New | +$237K | 0.01% | 311 |
|
2015
Q4 | – | Sell |
-7,178
| Closed | -$229K | – | 370 |
|
2015
Q3 | $229K | Sell |
7,178
-433
| -6% | -$13.8K | 0.01% | 272 |
|
2015
Q2 | $369 | Buy |
7,611
+433
| +6% | +$21 | 0.02% | 241 |
|
2015
Q1 | $354 | Buy |
+7,178
| New | +$354 | 0.02% | 236 |
|