BRWA
WPZ

B. Riley Wealth Advisors’s Williams Partners L.P. WPZ Stock Holding History

B. Riley 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
2015
Q3 		– Sell
-8,015
Closed -$389K – 634
2015
Q2 		$389K Sell
8,015
-917
-10% -$47.6K 0.1% 263
2015
Q1 		$440K Buy
+8,932
New +$436K 0.11% 253
2014
Q4 		– Sell
-6,287
Closed -$377K – 3840
2014
Q3 		$377K Sell
6,287
-6,477
-51% -$383K 0.1% 278
2014
Q2 		$396K Buy
12,764
+6,547
+105% +$373K 0.09% 238
2014
Q1 		$337K Buy
6,217
+169
+3% +$8.94K 0.1% 239
2013
Q4 		$323K Hold
6,048
– – 0.1% 226
2013
Q3 		$275K Hold
6,048
– – 0.09% 243
2013
Q2 		$272K Buy
+6,048
New +$246K 0.09% 249

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

B. Riley Wealth Advisors's WPZ Position: Q3 2015 in Review

B. Riley Wealth Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2015, closing a stake of 8,015 shares — an estimated $389K sold.

B. Riley Wealth Advisors first reported a position in WPZ in Q2 2013 and held it in 8 quarters. The position peaked at $440K in Q1 2015. 299 funds tracked by Wall St. Rank hold WPZ as of Q3 2015.

  • B. Riley Wealth Advisors reported no remaining Williams Partners L.P. position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,015 Williams Partners L.P. shares in Q3 2015, an estimated $389K.
  • B. Riley Wealth Advisors first reported a position in Williams Partners L.P. in Q2 2013 and held it in 8 quarters.
  • B. Riley Wealth Advisors's Williams Partners L.P. position peaked at $440K in Q1 2015.
  • 299 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.