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

B. Riley Wealth Management’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	-2,676	Closed	-$129K	–	1005
2015 Q2	$129K	Sell	2,676 -2,259	-46%	-$117K	0.1%	234
2015 Q1	$242K	Sell	4,935 -667	-12%	-$32.5K	0.18%	165
2014 Q4	$286K	Sell	5,602 -2,737	-33%	-$155K	0.23%	112
2014 Q3	$500K	Sell	8,339 -1,061	-11%	-$62.7K	0.37%	61
2014 Q2	$563K	Buy	9,400 +930	+11%	+$53K	0.36%	58
2014 Q1	$459K	Buy	+8,470	New	+$448K	0.34%	69

Other funds holding WPZ

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Management's WPZ Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Williams Partners L.P. (WPZ) in Q3 2015, closing a stake of 2,676 shares — an estimated $129K sold.

B. Riley Wealth Management first reported a position in WPZ in Q1 2014 and held it in 6 quarters. The position peaked at $563K in Q2 2014. 299 funds tracked by Wall St. Rank hold WPZ as of Q3 2015.

B. Riley Wealth Management reported no remaining Williams Partners L.P. position as of Q3 2015 after selling out during the quarter.
B. Riley Wealth Management sold 2,676 Williams Partners L.P. shares in Q3 2015, an estimated $129K.
B. Riley Wealth Management first reported a position in Williams Partners L.P. in Q1 2014 and held it in 6 quarters.
B. Riley Wealth Management's Williams Partners L.P. position peaked at $563K in Q2 2014.
299 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.