Benedict Financial Advisors’s Williams Partners L.P. WPZ Stock Holding History

Benedict Financial 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
2015 Q3	–	Sell	-6,055	Closed	-$269K	–	98
2015 Q2	$269K	Sell	6,055 -376	-6%	-$19.5K	0.18%	84
2015 Q1	$319K	Sell	6,431 -323	-5%	-$15.8K	0.2%	82
2014 Q4	$300K	Buy	+6,754	New	+$382K	0.2%	83

Other funds holding WPZ

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Benedict Financial Advisors's WPZ Position: Q3 2015 in Review

Benedict Financial Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2015, closing a stake of 6,055 shares — an estimated $269K sold.

Benedict Financial Advisors first reported a position in WPZ in Q4 2014 and held it in 3 quarters. The position peaked at $319K in Q1 2015. 299 funds tracked by Wall St. Rank hold WPZ as of Q3 2015.

Benedict Financial Advisors reported no remaining Williams Partners L.P. position as of Q3 2015 after selling out during the quarter.
Benedict Financial Advisors sold 6,055 Williams Partners L.P. shares in Q3 2015, an estimated $269K.
Benedict Financial Advisors first reported a position in Williams Partners L.P. in Q4 2014 and held it in 3 quarters.
Benedict Financial Advisors's Williams Partners L.P. position peaked at $319K in Q1 2015.
299 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2015.

Based on Benedict Financial Advisors's 13F filing for Q3 2015, filed 6 Nov 2015.