ACS
WPZ

Archford Capital Strategies’s Williams Partners L.P. WPZ Stock Holding History

Archford Capital Strategies’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
2015
Q4 		– Sell
-216
Closed -$7K – 875
2015
Q3 		$7K Hold
216
– – 0.01% 384
2015
Q2 		$10K Hold
216
– – 0.01% 326
2015
Q1 		$10.6K Buy
+216
New +$10.5K 0.01% 332

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
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Archford Capital Strategies's WPZ Position: Q4 2015 in Review

Archford Capital Strategies sold out of Williams Partners L.P. (WPZ) in Q4 2015, closing a stake of 216 shares — an estimated $7K sold.

Archford Capital Strategies first reported a position in WPZ in Q1 2015 and held it in 3 quarters. The position peaked at $10.6K in Q1 2015. 265 funds tracked by Wall St. Rank hold WPZ as of Q4 2015.

  • Archford Capital Strategies reported no remaining Williams Partners L.P. position as of Q4 2015 after selling out during the quarter.
  • Archford Capital Strategies sold 216 Williams Partners L.P. shares in Q4 2015, an estimated $7K.
  • Archford Capital Strategies first reported a position in Williams Partners L.P. in Q1 2015 and held it in 3 quarters.
  • Archford Capital Strategies's Williams Partners L.P. position peaked at $10.6K in Q1 2015.
  • 265 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2015.

Based on Archford Capital Strategies's 13F filing for Q4 2015, filed 11 Feb 2016.