Veritable’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 |
-77,527
| Closed | -$3.27M | – | 991 |
|
2014
Q4 | $3.27M | Sell |
77,527
-5,153
| -6% | -$217K | 0.07% | 190 |
|
2014
Q3 | $4.13M | Sell |
82,680
-11,919
| -13% | -$596K | 0.09% | 164 |
|
2014
Q2 | $4.84M | Buy |
94,599
+6,485
| +7% | +$332K | 0.1% | 147 |
|
2014
Q1 | $4.23M | Buy |
88,114
+6,614
| +8% | +$317K | 0.09% | 154 |
|
2013
Q4 | $3.91M | Sell |
81,500
-3,116
| -4% | -$149K | 0.09% | 157 |
|
2013
Q3 | $4.22M | Buy |
84,616
+1,890
| +2% | +$94.1K | 0.1% | 147 |
|
2013
Q2 | $4.02M | Buy |
+82,726
| New | +$4.02M | 0.1% | 146 |
|