BRWM
WPZ

B. Riley Wealth Management’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT 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
Q1 		– Sell
-2,203
Closed -$92K – 1176
2014
Q4 		$92K Sell
2,203
-315
-13% -$14.8K 0.08% 285
2014
Q3 		$125K Buy
2,518
+4
+0.2% +$199 0.09% 260
2014
Q2 		$128K Sell
2,514
-607
-19% -$30K 0.08% 297
2014
Q1 		$150K Buy
+3,121
New +$147K 0.11% 244

Other funds holding WPZ

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
SCM
Samson Capital Management Leawood, Kansas $53.2M AUM 2.55% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

B. Riley Wealth Management's WPZ Position: Q1 2015 in Review

B. Riley Wealth Management sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 2,203 shares — an estimated $92K sold.

B. Riley Wealth Management first reported a position in WPZ in Q1 2014 and held it in 4 quarters. The position peaked at $150K in Q1 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • B. Riley Wealth Management reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,203 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $92K.
  • B. Riley Wealth Management first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $150K in Q1 2014.
  • 43 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2015.

Based on B. Riley Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.