Boston Private Bank & Trust’s Williams Partners L.P. WPZ Stock Holding History

Boston Private Bank & Trust’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	$130K	Buy	2,635 +433	+20%	+$21.1K	0.01%	449
2014 Q4	$112K	Buy	2,202 +1,114	+102%	+$63K	0.01%	467
2014 Q3	$65K	Buy	1,088 +823	+311%	+$48.6K	﹤0.01%	539
2014 Q2	$16K	Hold	265	–	–	﹤0.01%	770
2014 Q1	$14K	Hold	265	–	–	﹤0.01%	808
2013 Q4	$14K	Hold	265	–	–	﹤0.01%	805
2013 Q3	$12K	Hold	265	–	–	﹤0.01%	793
2013 Q2	$12K	Buy	+265	New	+$10.8K	﹤0.01%	756

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Boston Private Bank & Trust's WPZ Position: Q1 2015 in Review

Boston Private Bank & Trust increased its Williams Partners L.P. (WPZ) stake by 20% in Q1 2015, buying an estimated $21.1K and bringing the position to 2,635 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #449.

Boston Private Bank & Trust first reported a position in WPZ in Q2 2013 and has held it in 8 quarters since. 284 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

Boston Private Bank & Trust held 2,635 shares of Williams Partners L.P. worth $130K as of Q1 2015.
Boston Private Bank & Trust bought 433 Williams Partners L.P. shares in Q1 2015, an estimated $21.1K.
Williams Partners L.P. made up 0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #449 holding.
Boston Private Bank & Trust first reported a position in Williams Partners L.P. in Q2 2013 and has held it in 8 quarters since.
284 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.