United Capital Financial Advisors’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 |
-83,766
| Closed | -$3.4M | – | 1396 |
|
|
2018
Q2 | $3.4M | Buy |
83,766
+120
| +0.1% | +$4.87K | 0.03% | 486 |
|
|
2018
Q1 | $2.88M | Buy |
83,646
+5,609
| +7% | +$193K | 0.02% | 506 |
|
|
2017
Q4 | $3.04M | Sell |
78,037
-4,638
| -6% | -$181K | 0.02% | 500 |
|
|
2017
Q3 | $3.22M | Sell |
82,675
-1,446
| -2% | -$56.2K | 0.03% | 465 |
|
|
2017
Q2 | $3.37M | Sell |
84,121
-4,616
| -5% | -$185K | 0.03% | 450 |
|
|
2017
Q1 | $3.62M | Buy |
88,737
+10,328
| +13% | +$422K | 0.03% | 434 |
|
|
2016
Q4 | $2.98M | Sell |
78,409
-2,373
| -3% | -$90.2K | 0.03% | 472 |
|
|
2016
Q3 | $3M | Buy |
80,782
+3,147
| +4% | +$117K | 0.03% | 483 |
|
|
2016
Q2 | $2.72M | Sell |
77,635
-3,683
| -5% | -$129K | 0.03% | 488 |
|
|
2016
Q1 | $1.66M | Buy |
81,318
+3,170
| +4% | +$64.8K | 0.02% | 577 |
|
|
2015
Q4 | $2.18M | Sell |
78,148
-33,359
| -30% | -$929K | 0.03% | 534 |
|
|
2015
Q3 | $3.56M | Buy |
111,507
+30,394
| +37% | +$970K | 0.04% | 389 |
|
|
2015
Q2 | $3.93M | Buy |
81,113
+5,692
| +8% | +$276K | 0.05% | 404 |
|
|
2015
Q1 | $3.73M | Buy |
+75,421
| New | +$3.73M | 0.05% | 403 |
|
|
2014
Q4 | – | Sell |
-3,963
| Closed | -$238K | – | 1216 |
|
|
2014
Q3 | $238K | Buy |
+3,963
| New | +$238K | ﹤0.01% | 990 |
|