BPBT
WPZ

Boston Private Bank & Trust’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT 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 		– Sell
-531
Closed -$22K – 1171
2014
Q4 		$22K Sell
531
-1,119
-68% -$52.6K ﹤0.01% 749
2014
Q3 		$82K Hold
1,650
– – ﹤0.01% 501
2014
Q2 		$84K Sell
1,650
-116
-7% -$5.73K ﹤0.01% 500
2014
Q1 		$85K Hold
1,766
– – ﹤0.01% 513
2013
Q4 		$85K Hold
1,766
– – ﹤0.01% 512
2013
Q3 		$88K Hold
1,766
– – ﹤0.01% 492
2013
Q2 		$86K Buy
+1,766
New +$85.2K 0.01% 479

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 $5B AUM 26.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

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

Boston Private Bank & Trust sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 531 shares — an estimated $22K sold.

Boston Private Bank & Trust first reported a position in WPZ in Q2 2013 and held it in 7 quarters. The position peaked at $88K in Q3 2013. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • Boston Private Bank & Trust reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
  • Boston Private Bank & Trust sold 531 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $22K.
  • Boston Private Bank & Trust first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 7 quarters.
  • Boston Private Bank & Trust's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $88K in Q3 2013.
  • 43 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2015.

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