AWMS
WPZ

Advocacy Wealth Management Services’s Williams Partners L.P. WPZ Stock Holding History

Advocacy Wealth Management Services’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
2016
Q1 		– Sell
-433
Closed -$12K – 588
2015
Q4 		$12K Buy
+433
New +$13K 0.01% 327

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Advocacy Wealth Management Services's WPZ Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of Williams Partners L.P. (WPZ) in Q1 2016, closing a stake of 433 shares — an estimated $12K sold.

Advocacy Wealth Management Services first reported a position in WPZ in Q4 2015 and held it in 1 quarter. The position peaked at $12K in Q4 2015. 221 funds tracked by Wall St. Rank hold WPZ as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining Williams Partners L.P. position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 433 Williams Partners L.P. shares in Q1 2016, an estimated $12K.
  • Advocacy Wealth Management Services first reported a position in Williams Partners L.P. in Q4 2015 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Williams Partners L.P. position peaked at $12K in Q4 2015.
  • 221 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2016, filed 20 Apr 2016.