UCFA
WPZ

United Capital Financial Advisors’s Williams Partners L.P. WPZ Stock Holding History

United Capital Financial Advisors’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
-83,766
Closed -$3.4M – 1396
2018
Q2 		$3.4M Buy
83,766
+120
+0.1% +$4.57K 0.03% 486
2018
Q1 		$2.88M Buy
83,646
+5,609
+7% +$219K 0.02% 506
2017
Q4 		$3.04M Sell
78,037
-4,638
-6% -$174K 0.02% 500
2017
Q3 		$3.22M Sell
82,675
-1,446
-2% -$57.1K 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% +$415K 0.03% 434
2016
Q4 		$2.98M Sell
78,409
-2,373
-3% -$85.2K 0.03% 472
2016
Q3 		$3M Buy
80,782
+3,147
+4% +$116K 0.03% 483
2016
Q2 		$2.72M Sell
77,635
-3,683
-5% -$109K 0.03% 488
2016
Q1 		$1.66M Buy
81,318
+3,170
+4% +$62.2K 0.02% 577
2015
Q4 		$2.18M Sell
78,148
-33,359
-30% -$1M 0.03% 534
2015
Q3 		$3.56M Buy
111,507
+30,394
+37% +$1.27M 0.04% 389
2015
Q2 		$3.93M Buy
81,113
+5,692
+8% +$295K 0.05% 404
2015
Q1 		$3.73M Buy
+75,421
New +$3.68M 0.05% 403
2014
Q4 		– Sell
-3,963
Closed -$238K – 1216
2014
Q3 		$238K Buy
+3,963
New +$234K ﹤0.01% 990

Other funds holding WPZ

HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $243M AUM 17.47% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return

United Capital Financial Advisors's WPZ Position: Q3 2018 in Review

United Capital Financial Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 83,766 shares — an estimated $3.4M sold.

United Capital Financial Advisors first reported a position in WPZ in Q3 2014 and held it in 15 quarters. The position peaked at $3.93M in Q2 2015. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • United Capital Financial Advisors reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 83,766 Williams Partners L.P. shares in Q3 2018, an estimated $3.4M.
  • United Capital Financial Advisors first reported a position in Williams Partners L.P. in Q3 2014 and held it in 15 quarters.
  • United Capital Financial Advisors's Williams Partners L.P. position peaked at $3.93M in Q2 2015.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on United Capital Financial Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.