BTIS
WPZ

BB&T Investment Services’s Williams Partners L.P. WPZ Stock Holding History

BB&T Investment Services’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
2017
Q4 		$13K Buy
332
+1
+0.3% +$38 ﹤0.01% 915
2017
Q3 		$13K Hold
331
– – ﹤0.01% 798
2017
Q2 		$13K Sell
331
-175
-35% -$7K ﹤0.01% 746
2017
Q1 		$20K Sell
506
-1,092
-68% -$43.9K 0.01% 576
2016
Q4 		$62K Buy
+1,598
New +$57.4K 0.05% 265

Other funds holding WPZ

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

BB&T Investment Services's WPZ Position: Q4 2017 in Review

BB&T Investment Services increased its Williams Partners L.P. (WPZ) stake by 0.3% in Q4 2017, buying an estimated $38 and bringing the position to 332 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

BB&T Investment Services first reported a position in WPZ in Q4 2016 and has held it in 5 quarters since. The position peaked at $62K in Q4 2016. 305 funds tracked by Wall St. Rank hold WPZ as of Q4 2017.

  • BB&T Investment Services held 332 shares of Williams Partners L.P. worth $13K as of Q4 2017.
  • BB&T Investment Services bought 1 Williams Partners L.P. share in Q4 2017, an estimated $38.
  • Williams Partners L.P. made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #915 holding.
  • BB&T Investment Services first reported a position in Williams Partners L.P. in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's Williams Partners L.P. position peaked at $62K in Q4 2016.
  • 305 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.