UMB Bank’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-8,794
| Closed | -$371K | – | 318 |
|
|
2014
Q4 | $371K | Sell |
8,794
-3,715
| -30% | -$157K | 0.02% | 231 |
|
|
2014
Q3 | $625 | Sell |
12,509
-805
| -6% | -$40 | 0.03% | 201 |
|
|
2014
Q2 | $681K | Hold |
13,314
| – | – | 0.03% | 192 |
|
|
2014
Q1 | $639K | Buy |
13,314
+5,396
| +68% | +$259K | 0.04% | 192 |
|
|
2013
Q4 | $379 | Hold |
7,918
| – | – | 0.02% | 231 |
|
|
2013
Q3 | $395 | Hold |
7,918
| – | – | 0.02% | 225 |
|
|
2013
Q2 | $385 | Buy |
+7,918
| New | +$385 | 0.02% | 219 |
|