BF
WPZ

BOK Financial’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

BOK Financial’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
-5,308
Closed -$224K – 885
2014
Q4 		$224K Buy
5,308
+65
+1% +$3.06K 0.01% 619
2014
Q3 		$262K Sell
5,243
-4,285
-45% -$213K 0.01% 745
2014
Q2 		$487K Buy
9,528
+2,549
+37% +$126K 0.02% 622
2014
Q1 		$335K Buy
6,979
+728
+12% +$34.2K 0.01% 734
2013
Q4 		$300K Sell
6,251
-42
-0.7% -$2.02K 0.01% 754
2013
Q3 		$313K Sell
6,293
-877
-12% -$42K 0.01% 687
2013
Q2 		$348K Buy
+7,170
New +$346K 0.01% 626

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 $6.22B AUM 18.97% 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 $4.48B AUM 19.29% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

BOK Financial's WPZ Position: Q1 2015 in Review

BOK Financial sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 5,308 shares — an estimated $224K sold.

BOK Financial first reported a position in WPZ in Q2 2013 and held it in 7 quarters. The position peaked at $487K in Q2 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • BOK Financial reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
  • BOK Financial sold 5,308 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $224K.
  • BOK Financial first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 7 quarters.
  • BOK Financial's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $487K 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 BOK Financial's 13F filing for Q1 2015, filed 14 May 2015.