Bush ODonnell Investment Advisors’s Williams Partners L.P. WPZ Stock Holding History

Bush ODonnell Investment 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
2018 Q1	–	Sell	-16,863	Closed	-$654K	–	44
2017 Q4	$654K	Sell	16,863 -12,173	-42%	-$457K	0.53%	23
2017 Q3	$1.13M	Sell	29,036 -1,067	-4%	-$42.1K	0.86%	22
2017 Q2	$1.21M	Hold	30,103	–	–	0.75%	22
2017 Q1	$1.23M	Hold	30,103	–	–	0.77%	21
2016 Q4	$1.15M	Hold	30,103	–	–	0.76%	21
2016 Q3	$1.12M	Hold	30,103	–	–	0.75%	22
2016 Q2	$1.04M	Hold	30,103	–	–	0.69%	23
2016 Q1	$616K	Buy	30,103 +9,380	+45%	+$184K	0.42%	30
2015 Q4	$577K	Buy	20,723 +7,205	+53%	+$216K	0.4%	25
2015 Q3	$431K	Buy	13,518 +2,625	+24%	+$110K	0.3%	28
2015 Q2	$528K	Hold	10,893	–	–	0.32%	27
2015 Q1	$536K	Buy	10,893 +538	+5%	+$26.2K	0.32%	29
2014 Q4	$529K	Hold	10,355	–	–	0.29%	29
2014 Q3	$621K	Sell	10,355 -4,536	-30%	-$268K	0.36%	28
2014 Q2	$892K	Sell	14,891 -2,096	-12%	-$119K	0.5%	27
2014 Q1	$921K	Buy	16,987 +1,385	+9%	+$73.3K	0.47%	27
2013 Q4	$832K	Sell	15,602 -1,602	-9%	-$78.4K	0.44%	26
2013 Q3	$783K	Hold	17,204	–	–	0.38%	30
2013 Q2	$773K	Buy	+17,204	New	+$699K	0.39%	31

Other funds holding WPZ

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

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

TCA

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

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

KACA

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

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

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

Bush ODonnell Investment Advisors's WPZ Position: Q1 2018 in Review

Bush ODonnell Investment Advisors sold out of Williams Partners L.P. (WPZ) in Q1 2018, closing a stake of 16,863 shares — an estimated $654K sold.

Bush ODonnell Investment Advisors first reported a position in WPZ in Q2 2013 and held it in 19 quarters. The position peaked at $1.23M in Q1 2017. 298 funds tracked by Wall St. Rank hold WPZ as of Q1 2018.

Bush ODonnell Investment Advisors reported no remaining Williams Partners L.P. position as of Q1 2018 after selling out during the quarter.
Bush ODonnell Investment Advisors sold 16,863 Williams Partners L.P. shares in Q1 2018, an estimated $654K.
Bush ODonnell Investment Advisors first reported a position in Williams Partners L.P. in Q2 2013 and held it in 19 quarters.
Bush ODonnell Investment Advisors's Williams Partners L.P. position peaked at $1.23M in Q1 2017.
298 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2018.

Based on Bush ODonnell Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.