VWM
WPZ

Valley Wealth Managers’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Valley Wealth Managers’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
2017
Q2 		– Sell
-850
Closed -$35K – 204
2017
Q1 		$35K Buy
+850
New +$35K ﹤0.01% 146
2016
Q4 		– Sell
-1,924
Closed -$72K – 274
2016
Q3 		$72K Buy
+1,924
New +$72K 0.01% 134

Other funds holding WPZ

WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SG
Somerset Group Wayzata, Minnesota $135M AUM 21.18% 1-Year Est. Return
WIA
Westbourne Investment Advisors Annapolis, Maryland $343M AUM 20.91% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

Valley Wealth Managers's WPZ Position: Q2 2017 in Review

Valley Wealth Managers sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q2 2017, closing a stake of 850 shares — an estimated $35K sold.

Valley Wealth Managers first reported a position in WPZ in Q3 2016 and held it in 2 quarters. The position peaked at $72K in Q3 2016. 9 funds tracked by Wall St. Rank hold WPZ as of Q2 2017.

  • Valley Wealth Managers reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q2 2017 after selling out during the quarter.
  • Valley Wealth Managers sold 850 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q2 2017, an estimated $35K.
  • Valley Wealth Managers first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q3 2016 and held it in 2 quarters.
  • Valley Wealth Managers's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $72K in Q3 2016.
  • 9 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q2 2017.

Based on Valley Wealth Managers's 13F filing for Q2 2017, filed 13 Jul 2017.