AF
WPZ

Arrow Financial’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Arrow Financial’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
2013
Q3 		– Sell
-159
Closed -$8K – 378
2013
Q2 		$8K Buy
+159
New +$7.67K ﹤0.01% 265

Other funds holding WPZ

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrow Financial's WPZ Position: Q3 2013 in Review

Arrow Financial sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q3 2013, closing a stake of 159 shares — an estimated $8K sold.

Arrow Financial first reported a position in WPZ in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 271 funds tracked by Wall St. Rank hold WPZ as of Q3 2013.

  • Arrow Financial reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q3 2013 after selling out during the quarter.
  • Arrow Financial sold 159 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q3 2013, an estimated $8K.
  • Arrow Financial first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 1 quarter.
  • Arrow Financial's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $8K in Q2 2013.
  • 271 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q3 2013.

Based on Arrow Financial's 13F filing for Q3 2013, filed 29 Oct 2013.