AWA
WPZ

AmeriServ Wealth Advisors’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

AmeriServ Wealth 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
2014
Q4 		– Sell
-4,350
Closed -$217K – 131
2014
Q3 		$217K Hold
4,350
– – 0.38% 97
2014
Q2 		$222K Buy
+4,350
New +$215K 0.24% 107
2013
Q4 		– Sell
-4,056
Closed -$202K – 192
2013
Q3 		$202K Buy
+4,056
New +$194K 0.13% 166

Other funds holding WPZ

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 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

AmeriServ Wealth Advisors's WPZ Position: Q4 2014 in Review

AmeriServ Wealth Advisors sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q4 2014, closing a stake of 4,350 shares — an estimated $217K sold.

AmeriServ Wealth Advisors first reported a position in WPZ in Q3 2013 and held it in 3 quarters. The position peaked at $222K in Q2 2014. 294 funds tracked by Wall St. Rank hold WPZ as of Q4 2014.

  • AmeriServ Wealth Advisors reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q4 2014 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 4,350 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q4 2014, an estimated $217K.
  • AmeriServ Wealth Advisors first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q3 2013 and held it in 3 quarters.
  • AmeriServ Wealth Advisors's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $222K in Q2 2014.
  • 294 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q4 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q4 2014, filed 13 Feb 2015.