BGA
WPZ

Belmont Global Advisors’s Williams Partners L.P. WPZ Stock Holding History

Belmont Global 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
2014
Q1 		– Sell
-7,958
Closed -$424K – 162
2013
Q4 		$424K Buy
+7,958
New +$389K 0.34% 76

Other funds holding WPZ

TCA
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KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Belmont Global Advisors's WPZ Position: Q1 2014 in Review

Belmont Global Advisors sold out of Williams Partners L.P. (WPZ) in Q1 2014, closing a stake of 7,958 shares — an estimated $424K sold.

Belmont Global Advisors first reported a position in WPZ in Q4 2013 and held it in 1 quarter. The position peaked at $424K in Q4 2013. 185 funds tracked by Wall St. Rank hold WPZ as of Q1 2014.

  • Belmont Global Advisors reported no remaining Williams Partners L.P. position as of Q1 2014 after selling out during the quarter.
  • Belmont Global Advisors sold 7,958 Williams Partners L.P. shares in Q1 2014, an estimated $424K.
  • Belmont Global Advisors first reported a position in Williams Partners L.P. in Q4 2013 and held it in 1 quarter.
  • Belmont Global Advisors's Williams Partners L.P. position peaked at $424K in Q4 2013.
  • 185 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2014.

Based on Belmont Global Advisors's 13F filing for Q1 2014, filed 13 May 2014.