AIA
WPZ

Allegis Investment Advisors’s Williams Partners L.P. WPZ Stock Holding History

Allegis Investment Advisors’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
-2,209
Closed -$62K – 1130
2015
Q4 		$62K Buy
+2,209
New +$66.3K 0.03% 294

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

Allegis Investment Advisors's WPZ Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Williams Partners L.P. (WPZ) in Q1 2016, closing a stake of 2,209 shares — an estimated $62K sold.

Allegis Investment Advisors first reported a position in WPZ in Q4 2015 and held it in 1 quarter. The position peaked at $62K in Q4 2015. 221 funds tracked by Wall St. Rank hold WPZ as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Williams Partners L.P. position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 2,209 Williams Partners L.P. shares in Q1 2016, an estimated $62K.
  • Allegis Investment Advisors first reported a position in Williams Partners L.P. in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Williams Partners L.P. position peaked at $62K in Q4 2015.
  • 221 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.