AA
WPZ

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

Ancora 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
2017
Q1 		– Sell
-2,355
Closed -$90K – 1257
2016
Q4 		$90K Buy
+2,355
New +$84.6K 0.01% 678
2016
Q1 		– Sell
-9,692
Closed -$270K – 551
2015
Q4 		$270K Sell
9,692
-14,965
-61% -$449K 0.03% 405
2015
Q3 		$787K Sell
24,657
-12,200
-33% -$510K 0.1% 240
2015
Q2 		$1.78M Buy
+36,857
New +$1.91M 0.21% 134
2015
Q1 		– Sell
-25,986
Closed -$1.33M – 542
2014
Q4 		$1.33M Sell
25,986
-547
-2% -$30.9K 0.16% 167
2014
Q3 		$1.59M Hold
26,533
– – 0.2% 133
2014
Q2 		$1.59M Buy
26,533
+863
+3% +$49.2K 0.21% 130
2014
Q1 		$1.39M Buy
25,670
+352
+1% +$18.6K 0.2% 133
2013
Q4 		$1.35M Buy
25,318
+3,070
+14% +$150K 0.2% 134
2013
Q3 		$1.01M Buy
22,248
+1,212
+6% +$53.6K 0.17% 154
2013
Q2 		$946K Buy
+21,036
New +$855K 0.16% 154

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return