WEC
WPZ

Winslow Evans & Crocker’s Williams Partners L.P. WPZ Stock Holding History

Winslow Evans & Crocker’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
-10,704
Closed -$436K – 1156
2018
Q2 		$436K Hold
10,704
– – 0.14% 162
2018
Q1 		$369K Hold
10,704
– – 0.12% 175
2017
Q4 		$415K Hold
10,704
– – 0.13% 162
2017
Q3 		$416K Sell
10,704
-5,977
-36% -$236K 0.14% 160
2017
Q2 		$673K Buy
16,681
+11,087
+198% +$444K 0.18% 127
2017
Q1 		$228K Hold
5,594
– – 0.07% 279
2016
Q4 		$213K Sell
5,594
-5,544
-50% -$199K 0.07% 282
2016
Q3 		$414K Hold
11,138
– – 0.12% 180
2016
Q2 		$386K Buy
11,138
+1
+0% +$30 0.12% 177
2016
Q1 		$228K Sell
11,137
-1
-0% -$20 0.07% 249
2015
Q4 		$310K Buy
11,138
+10,310
+1,245% +$309K 0.09% 219
2015
Q3 		$26.4K Sell
828
-172
-17% -$7.2K 0.01% 654
2015
Q2 		$48.4K Hold
1,000
– – 0.01% 555
2015
Q1 		$49.2K Buy
+1,000
New +$48.8K 0.01% 548
2014
Q2 		– Sell
-212
Closed -$11.5K – 1357
2014
Q1 		$11.5K Sell
212
-7,647
-97% -$405K ﹤0.01% 809
2013
Q4 		$419K Buy
+7,859
New +$384K 0.14% 172

Other funds holding WPZ

HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $249M AUM 25.29% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return

Winslow Evans & Crocker's WPZ Position: Q3 2018 in Review

Winslow Evans & Crocker sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 10,704 shares — an estimated $436K sold.

Winslow Evans & Crocker first reported a position in WPZ in Q4 2013 and held it in 16 quarters. The position peaked at $673K in Q2 2017. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • Winslow Evans & Crocker reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 10,704 Williams Partners L.P. shares in Q3 2018, an estimated $436K.
  • Winslow Evans & Crocker first reported a position in Williams Partners L.P. in Q4 2013 and held it in 16 quarters.
  • Winslow Evans & Crocker's Williams Partners L.P. position peaked at $673K in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on Winslow Evans & Crocker's 13F filing for Q3 2018, filed 15 Oct 2018.