AI
WPZ

Atria Investments’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Atria Investments’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
Q2 		– Sell
-39,480
Closed -$1.9M – 484
2014
Q1 		$1.9M Buy
39,480
+5,387
+16% +$253K 0.19% 102
2013
Q4 		$1.63M Buy
+34,093
New +$1.64M 0.16% 118

Other funds holding WPZ

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Atria Investments's WPZ Position: Q2 2014 in Review

Atria Investments sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q2 2014, closing a stake of 39,480 shares — an estimated $1.9M sold.

Atria Investments first reported a position in WPZ in Q4 2013 and held it in 2 quarters. The position peaked at $1.9M in Q1 2014. 293 funds tracked by Wall St. Rank hold WPZ as of Q2 2014.

  • Atria Investments reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q2 2014 after selling out during the quarter.
  • Atria Investments sold 39,480 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q2 2014, an estimated $1.9M.
  • Atria Investments first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q4 2013 and held it in 2 quarters.
  • Atria Investments's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $1.9M in Q1 2014.
  • 293 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q2 2014.

Based on Atria Investments's 13F filing for Q2 2014, filed 21 Jul 2014.