Baltimore-Washington Financial Advisors’s Williams Partners L.P. WPZ Stock Holding History

Baltimore-Washington Financial 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 Q2	–	Sell	-57	Closed	-$3K	–	321
2015 Q1	$3K	Buy	+57	New	+$2.78K	﹤0.01%	253

Other funds holding WPZ

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

KACA

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

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Baltimore-Washington Financial Advisors's WPZ Position: Q2 2015 in Review

Baltimore-Washington Financial Advisors sold out of Williams Partners L.P. (WPZ) in Q2 2015, closing a stake of 57 shares — an estimated $3K sold.

Baltimore-Washington Financial Advisors first reported a position in WPZ in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2015.

Baltimore-Washington Financial Advisors reported no remaining Williams Partners L.P. position as of Q2 2015 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 57 Williams Partners L.P. shares in Q2 2015, an estimated $3K.
Baltimore-Washington Financial Advisors first reported a position in Williams Partners L.P. in Q1 2015 and held it in 1 quarter.
Baltimore-Washington Financial Advisors's Williams Partners L.P. position peaked at $3K in Q1 2015.
309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2015, filed 15 Jul 2015.