CIAS
WPZ

Capital Investment Advisory Services’s Williams Partners L.P. WPZ Stock Holding History

Capital Investment Advisory Services’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
2017
Q4 		– Sell
-8,841
Closed -$344K – 195
2017
Q3 		$344K Buy
8,841
+603
+7% +$23.8K 0.21% 116
2017
Q2 		$330K Buy
8,238
+250
+3% +$10K 0.22% 107
2017
Q1 		$326K Buy
+7,988
New +$321K 0.24% 104

Other funds holding WPZ

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Capital Investment Advisory Services's WPZ Position: Q4 2017 in Review

Capital Investment Advisory Services sold out of Williams Partners L.P. (WPZ) in Q4 2017, closing a stake of 8,841 shares — an estimated $344K sold.

Capital Investment Advisory Services first reported a position in WPZ in Q1 2017 and held it in 3 quarters. The position peaked at $344K in Q3 2017. 305 funds tracked by Wall St. Rank hold WPZ as of Q4 2017.

  • Capital Investment Advisory Services reported no remaining Williams Partners L.P. position as of Q4 2017 after selling out during the quarter.
  • Capital Investment Advisory Services sold 8,841 Williams Partners L.P. shares in Q4 2017, an estimated $344K.
  • Capital Investment Advisory Services first reported a position in Williams Partners L.P. in Q1 2017 and held it in 3 quarters.
  • Capital Investment Advisory Services's Williams Partners L.P. position peaked at $344K in Q3 2017.
  • 305 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2017.

Based on Capital Investment Advisory Services's 13F filing for Q4 2017, filed 31 Jan 2018.