United Capital Financial Advisors’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 |
-89,950
| Closed | -$3.79M | – | 1309 |
|
|
2014
Q4 | $3.79M | Buy |
89,950
+25,945
| +41% | +$1.09M | 0.06% | 308 |
|
|
2014
Q3 | $3.2M | Buy |
64,005
+18,503
| +41% | +$925K | 0.06% | 324 |
|
|
2014
Q2 | $2.33M | Buy |
45,502
+4,486
| +11% | +$229K | 0.04% | 387 |
|
|
2014
Q1 | $1.97M | Buy |
41,016
+7,047
| +21% | +$338K | 0.04% | 360 |
|
|
2013
Q4 | $1.63M | Sell |
33,969
-4,844
| -12% | -$232K | 0.06% | 266 |
|
|
2013
Q3 | $1.93M | Buy |
38,813
+4,314
| +13% | +$215K | 0.06% | 255 |
|
|
2013
Q2 | $1.68M | Buy |
+34,499
| New | +$1.68M | 0.04% | 329 |
|