Wealthspire Advisors (Maryland)’s Williams Partners L.P. WPZ Stock Holding History

Wealthspire Advisors (Maryland)’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	-1,994	Closed	-$81K	–	2624
2018 Q2	$81K	Sell	1,994 -485	-20%	-$18.4K	0.01%	792
2018 Q1	$85K	Buy	2,479 +530	+27%	+$20.7K	0.01%	774
2017 Q4	$76K	Buy	1,949 +114	+6%	+$4.28K	0.01%	828
2017 Q3	$71K	Buy	1,835 +420	+30%	+$16.6K	0.01%	843
2017 Q2	$57K	Buy	1,415 +420	+42%	+$16.8K	0.01%	903
2017 Q1	$41K	Buy	995 +849	+582%	+$34.1K	0.01%	854
2016 Q4	$6K	Buy	146 +54	+59%	+$1.94K	﹤0.01%	1367
2016 Q3	$3K	Buy	+92	New	+$3.39K	﹤0.01%	1522

Other funds holding WPZ

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s WPZ Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 1,994 shares — an estimated $81K sold.

Wealthspire Advisors (Maryland) first reported a position in WPZ in Q3 2016 and held it in 8 quarters. The position peaked at $85K in Q1 2018. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Wealthspire Advisors (Maryland) reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,994 Williams Partners L.P. shares in Q3 2018, an estimated $81K.
Wealthspire Advisors (Maryland) first reported a position in Williams Partners L.P. in Q3 2016 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Williams Partners L.P. position peaked at $85K in Q1 2018.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.