AIS
WPZ

AlphaOne Investment Services’s Williams Partners L.P. WPZ Stock Holding History

AlphaOne Investment 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
2018
Q2 		– Sell
-446
Closed -$15K – 476
2018
Q1 		$15K Sell
446
-151
-25% -$5.9K ﹤0.01% 433
2017
Q4 		$23K Buy
+597
New +$22.4K 0.01% 266

Other funds holding WPZ

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AlphaOne Investment Services's WPZ Position: Q2 2018 in Review

AlphaOne Investment Services sold out of Williams Partners L.P. (WPZ) in Q2 2018, closing a stake of 446 shares — an estimated $15K sold.

AlphaOne Investment Services first reported a position in WPZ in Q4 2017 and held it in 2 quarters. The position peaked at $23K in Q4 2017. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2018.

  • AlphaOne Investment Services reported no remaining Williams Partners L.P. position as of Q2 2018 after selling out during the quarter.
  • AlphaOne Investment Services sold 446 Williams Partners L.P. shares in Q2 2018, an estimated $15K.
  • AlphaOne Investment Services first reported a position in Williams Partners L.P. in Q4 2017 and held it in 2 quarters.
  • AlphaOne Investment Services's Williams Partners L.P. position peaked at $23K in Q4 2017.
  • 309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2018.

Based on AlphaOne Investment Services's 13F filing for Q2 2018, filed 13 Aug 2018.