UMB Bank’s Williams Partners L.P. WPZ Stock Holding History

UMB Bank’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	-6,832	Closed	-$277K	–	366
2018 Q2	$277K	Hold	6,832	–	–	0.01%	293
2018 Q1	$235K	Sell	6,832 -570	-8%	-$22.3K	0.01%	309
2017 Q4	$287K	Buy	7,402 +570	+8%	+$21.4K	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	+$202K	0.01%	311
2015 Q4	–	Sell	-7,178	Closed	-$229K	–	370
2015 Q3	$229K	Sell	7,178 -433	-6%	-$18.1K	0.01%	272
2015 Q2	$369K	Buy	7,611 +433	+6%	+$22.5K	0.02%	241
2015 Q1	$354K	Buy	+7,178	New	+$350K	0.02%	236

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

UMB Bank's WPZ Position: Q3 2018 in Review

UMB Bank sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 6,832 shares — an estimated $277K sold.

UMB Bank first reported a position in WPZ in Q1 2015 and held it in 12 quarters. The position peaked at $369K in Q2 2015. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

UMB Bank reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
UMB Bank sold 6,832 Williams Partners L.P. shares in Q3 2018, an estimated $277K.
UMB Bank first reported a position in Williams Partners L.P. in Q1 2015 and held it in 12 quarters.
UMB Bank's Williams Partners L.P. position peaked at $369K in Q2 2015.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on UMB Bank's 13F filing for Q3 2018, filed 22 Oct 2018.