BIC
WPZ

Beach Investment Counsel’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT 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
2014
Q4 		– Sell
-15,567
Closed -$778K – 190
2014
Q3 		$778K Hold
15,567
– – 0.07% 117
2014
Q2 		$796K Hold
15,567
– – 0.07% 124
2014
Q1 		$747K Hold
15,567
– – 0.07% 123
2013
Q4 		$746K Hold
15,567
– – 0.07% 123
2013
Q3 		$775K Buy
15,567
+1,283
+9% +$61.4K 0.08% 114
2013
Q2 		$694K Buy
+14,284
New +$689K 0.07% 112

Other funds holding WPZ

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
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ClearBridge Investments
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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Beach Investment Counsel's WPZ Position: Q4 2014 in Review

Beach Investment Counsel sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q4 2014, closing a stake of 15,567 shares — an estimated $778K sold.

Beach Investment Counsel first reported a position in WPZ in Q2 2013 and held it in 6 quarters. The position peaked at $796K in Q2 2014. 294 funds tracked by Wall St. Rank hold WPZ as of Q4 2014.

  • Beach Investment Counsel reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q4 2014 after selling out during the quarter.
  • Beach Investment Counsel sold 15,567 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q4 2014, an estimated $778K.
  • Beach Investment Counsel first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 6 quarters.
  • Beach Investment Counsel's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $796K in Q2 2014.
  • 294 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q4 2014.

Based on Beach Investment Counsel's 13F filing for Q4 2014, filed 24 Feb 2015.