ACM
WPZ

Advisors Capital Management’s Williams Partners L.P. WPZ Stock Holding History

Advisors Capital 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
Q4 		– Sell
-119,162
Closed -$3.8M – 170
2015
Q3 		$3.8M Sell
119,162
-166,621
-58% -$6.97M 0.42% 83
2015
Q2 		$13.8M Buy
285,783
+192,519
+206% +$9.98M 1.5% 14
2015
Q1 		$4.59M Buy
+93,264
New +$4.55M 0.51% 75

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Advisors Capital Management's WPZ Position: Q4 2015 in Review

Advisors Capital Management sold out of Williams Partners L.P. (WPZ) in Q4 2015, closing a stake of 119,162 shares — an estimated $3.8M sold.

Advisors Capital Management first reported a position in WPZ in Q1 2015 and held it in 3 quarters. The position peaked at $13.8M in Q2 2015. 265 funds tracked by Wall St. Rank hold WPZ as of Q4 2015.

  • Advisors Capital Management reported no remaining Williams Partners L.P. position as of Q4 2015 after selling out during the quarter.
  • Advisors Capital Management sold 119,162 Williams Partners L.P. shares in Q4 2015, an estimated $3.8M.
  • Advisors Capital Management first reported a position in Williams Partners L.P. in Q1 2015 and held it in 3 quarters.
  • Advisors Capital Management's Williams Partners L.P. position peaked at $13.8M in Q2 2015.
  • 265 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2015.

Based on Advisors Capital Management's 13F filing for Q4 2015, filed 12 Feb 2016.