AIM
WPZ

Acropolis Investment Management’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Acropolis 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
2015
Q2 		– Sell
-8,459
Closed -$416K – 152
2015
Q1 		$416K Sell
8,459
-1,901
-18% -$76.2K 0.08% 92
2014
Q4 		$437K Hold
10,360
– – 0.08% 83
2014
Q3 		$518K Hold
10,360
– – 0.1% 80
2014
Q2 		$530K Hold
10,360
– – 0.11% 82
2014
Q1 		$497K Hold
10,360
– – 0.1% 84
2013
Q4 		$496K Sell
10,360
-1,538
-13% -$73.8K 0.11% 80
2013
Q3 		$593K Hold
11,898
– – 0.12% 77
2013
Q2 		$578K Buy
+11,898
New +$574K 0.13% 72

Other funds holding WPZ

TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
SCM
Samson Capital Management Leawood, Kansas $53.2M AUM 2.55% 1-Year Est. Return
SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

Acropolis Investment Management's WPZ Position: Q2 2015 in Review

Acropolis Investment Management sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q2 2015, closing a stake of 8,459 shares — an estimated $416K sold.

Acropolis Investment Management first reported a position in WPZ in Q2 2013 and held it in 8 quarters. The position peaked at $593K in Q3 2013. 27 funds tracked by Wall St. Rank hold WPZ as of Q2 2015.

  • Acropolis Investment Management reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q2 2015 after selling out during the quarter.
  • Acropolis Investment Management sold 8,459 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q2 2015, an estimated $416K.
  • Acropolis Investment Management first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 8 quarters.
  • Acropolis Investment Management's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $593K in Q3 2013.
  • 27 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q2 2015.

Based on Acropolis Investment Management's 13F filing for Q2 2015, filed 17 Jul 2015.