BIG
WPZ

Bellwether Investment Group’s Williams Partners L.P. WPZ Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-108
Closed -$4K – 766
2017
Q1 		$4K Hold
108
– – 0.01% 671
2016
Q4 		$4K Buy
+108
New +$3.88K ﹤0.01% 846
2016
Q2 		$4K Buy
+108
New +$3.2K ﹤0.01% 526

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bellwether Investment Group's WPZ Position: Q2 2017 in Review

Bellwether Investment Group sold out of Williams Partners L.P. (WPZ) in Q2 2017, closing a stake of 108 shares — an estimated $4K sold.

Bellwether Investment Group first reported a position in WPZ in Q2 2016 and held it in 3 quarters. The position peaked at $4K in Q1 2017. 295 funds tracked by Wall St. Rank hold WPZ as of Q2 2017.

  • Bellwether Investment Group reported no remaining Williams Partners L.P. position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 108 Williams Partners L.P. shares in Q2 2017, an estimated $4K.
  • Bellwether Investment Group first reported a position in Williams Partners L.P. in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Williams Partners L.P. position peaked at $4K in Q1 2017.
  • 295 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.