BIC
WPZ

Beach Investment Counsel’s Williams Partners L.P. WPZ Stock Holding History

Beach Investment Counsel’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
2016
Q1 		– Sell
-11,369
Closed -$317K – 174
2015
Q4 		$317K Sell
11,369
-1,424
-11% -$42.7K 0.04% 147
2015
Q3 		$408K Hold
12,793
– – 0.05% 133
2015
Q2 		$620K Hold
12,793
– – 0.06% 132
2015
Q1 		$630K Sell
12,793
-2,767
-18% -$135K 0.06% 126
2014
Q4 		$656K Buy
+15,560
New +$880K 0.05% 122

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Beach Investment Counsel's WPZ Position: Q1 2016 in Review

Beach Investment Counsel sold out of Williams Partners L.P. (WPZ) in Q1 2016, closing a stake of 11,369 shares — an estimated $317K sold.

Beach Investment Counsel first reported a position in WPZ in Q4 2014 and held it in 5 quarters. The position peaked at $656K in Q4 2014. 221 funds tracked by Wall St. Rank hold WPZ as of Q1 2016.

  • Beach Investment Counsel reported no remaining Williams Partners L.P. position as of Q1 2016 after selling out during the quarter.
  • Beach Investment Counsel sold 11,369 Williams Partners L.P. shares in Q1 2016, an estimated $317K.
  • Beach Investment Counsel first reported a position in Williams Partners L.P. in Q4 2014 and held it in 5 quarters.
  • Beach Investment Counsel's Williams Partners L.P. position peaked at $656K in Q4 2014.
  • 221 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2016.

Based on Beach Investment Counsel's 13F filing for Q1 2016, filed 12 May 2016.