WhitTier Trust Company’s Williams Partners L.P. WPZ Stock Holding History

WhitTier Trust Company’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	-1,484	Closed	-$60K	–	969
2018 Q2	$60K	Hold	1,484	–	–	﹤0.01%	575
2018 Q1	$51K	Hold	1,484	–	–	﹤0.01%	608
2017 Q4	$58K	Sell	1,484 -2,010	-58%	-$75.5K	0.01%	558
2017 Q3	$136K	Hold	3,494	–	–	0.01%	386
2017 Q2	$140K	Hold	3,494	–	–	0.01%	383
2017 Q1	$143K	Buy	3,494 +2,010	+135%	+$80.8K	0.01%	377
2016 Q4	$56K	Hold	1,484	–	–	0.01%	511
2016 Q3	$55K	Hold	1,484	–	–	0.01%	511
2016 Q2	$51K	Hold	1,484	–	–	0.01%	521
2016 Q1	$30K	Hold	1,484	–	–	﹤0.01%	611
2015 Q4	$41K	Buy	+1,484	New	+$44.5K	﹤0.01%	548

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

WhitTier Trust Company's WPZ Position: Q3 2018 in Review

WhitTier Trust Company sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 1,484 shares — an estimated $60K sold.

WhitTier Trust Company first reported a position in WPZ in Q4 2015 and held it in 11 quarters. The position peaked at $143K in Q1 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

WhitTier Trust Company reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
WhitTier Trust Company sold 1,484 Williams Partners L.P. shares in Q3 2018, an estimated $60K.
WhitTier Trust Company first reported a position in Williams Partners L.P. in Q4 2015 and held it in 11 quarters.
WhitTier Trust Company's Williams Partners L.P. position peaked at $143K in Q1 2017.
4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on WhitTier Trust Company's 13F filing for Q3 2018, filed 23 Oct 2018.