Well Done LLC’s Williams Partners L.P. WPZ Stock Holding History

Well Done LLC’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 Q2	–	Sell	-702	Closed	-$24K	–	596
2018 Q1	$24K	Buy	+702	New	+$27.4K	0.01%	313

Other funds holding WPZ

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Well Done LLC's WPZ Position: Q2 2018 in Review

Well Done LLC sold out of Williams Partners L.P. (WPZ) in Q2 2018, closing a stake of 702 shares — an estimated $24K sold.

Well Done LLC first reported a position in WPZ in Q1 2018 and held it in 1 quarter. The position peaked at $24K in Q1 2018. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2018.

Well Done LLC reported no remaining Williams Partners L.P. position as of Q2 2018 after selling out during the quarter.
Well Done LLC sold 702 Williams Partners L.P. shares in Q2 2018, an estimated $24K.
Well Done LLC first reported a position in Williams Partners L.P. in Q1 2018 and held it in 1 quarter.
Well Done LLC's Williams Partners L.P. position peaked at $24K in Q1 2018.
309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2018.

Based on Well Done LLC's 13F filing for Q2 2018, filed 3 Aug 2018.