Westside Investment Management’s Williams Partners L.P. WPZ Stock Holding History

Westside Investment Management’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	-106	Closed	-$4.25K	–	839
2018 Q2	$4.25K	Hold	106	–	–	﹤0.01%	701
2018 Q1	$3.61K	Hold	106	–	–	﹤0.01%	709
2017 Q4	$4.38K	Hold	106	–	–	﹤0.01%	694
2017 Q3	$4.18K	Hold	106	–	–	﹤0.01%	693
2017 Q2	$4.24K	Hold	106	–	–	﹤0.01%	688
2017 Q1	$4.36K	Buy	+106	New	+$4.26K	﹤0.01%	642

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

Westside Investment Management's WPZ Position: Q3 2018 in Review

Westside Investment Management sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 106 shares — an estimated $4.25K sold.

Westside Investment Management first reported a position in WPZ in Q1 2017 and held it in 6 quarters. The position peaked at $4.38K in Q4 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

Westside Investment Management reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
Westside Investment Management sold 106 Williams Partners L.P. shares in Q3 2018, an estimated $4.25K.
Westside Investment Management first reported a position in Williams Partners L.P. in Q1 2017 and held it in 6 quarters.
Westside Investment Management's Williams Partners L.P. position peaked at $4.38K in Q4 2017.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Westside Investment Management's 13F filing for Q3 2018, filed 8 Nov 2018.