BAIA
WPZ

Bel Air Investment Advisors’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Bel Air Investment 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
2013
Q3 		$420K Hold
8,433
– – 0.06% 85
2013
Q2 		$410K Buy
+8,433
New +$407K 0.06% 87

Other funds holding WPZ

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bel Air Investment Advisors's WPZ Position: Q3 2013 in Review

Bel Air Investment Advisors held its WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) position steady in Q3 2013 at 8,433 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #85.

Bel Air Investment Advisors first reported a position in WPZ in Q2 2013 and has held it in 2 quarters since. 271 funds tracked by Wall St. Rank hold WPZ as of Q3 2013.

  • Bel Air Investment Advisors held 8,433 shares of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT worth $420K as of Q3 2013.
  • Bel Air Investment Advisors left its WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT share count unchanged in Q3 2013.
  • WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT made up 0.06% of Bel Air Investment Advisors's portfolio in Q3 2013, its #85 holding.
  • Bel Air Investment Advisors first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and has held it in 2 quarters since.
  • 271 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q3 2013.

Based on Bel Air Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.