BFIM
WPZ

Beese Fulmer Investment Management’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Beese Fulmer Investment 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
-6,369
Closed -$269K – 160
2014
Q4 		$269K Hold
6,369
– – 0.08% 126
2014
Q3 		$318K Hold
6,369
– – 0.1% 124
2014
Q2 		$326K Hold
6,369
– – 0.11% 123
2014
Q1 		$306K Hold
6,369
– – 0.11% 121
2013
Q4 		$305K Hold
6,369
– – 0.11% 121
2013
Q3 		$317K Hold
6,369
– – 0.12% 114
2013
Q2 		$310K Buy
+6,369
New +$307K 0.13% 110

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 $6.36B AUM 17.8% 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 $5B AUM 26.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Beese Fulmer Investment Management's WPZ Position: Q1 2015 in Review

Beese Fulmer Investment Management sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 6,369 shares — an estimated $269K sold.

Beese Fulmer Investment Management first reported a position in WPZ in Q2 2013 and held it in 7 quarters. The position peaked at $326K in Q2 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • Beese Fulmer Investment 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.
  • Beese Fulmer Investment Management sold 6,369 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $269K.
  • Beese Fulmer Investment Management first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 7 quarters.
  • Beese Fulmer Investment Management's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $326K in Q2 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 Beese Fulmer Investment Management's 13F filing for Q1 2015, filed 20 Apr 2015.