Carson Wealth (CWM LLC)
WPZ

Carson Wealth (CWM LLC)’s Williams Partners L.P. WPZ Stock Holding History

Carson Wealth (CWM LLC)’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
-349
Closed -$14K – 1660
2017
Q3 		$14K Buy
+349
New +$13.8K ﹤0.01% 818

Other funds holding WPZ

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WPZ Position: Q4 2017 in Review

Carson Wealth (CWM LLC) sold out of Williams Partners L.P. (WPZ) in Q4 2017, closing a stake of 349 shares — an estimated $14K sold.

Carson Wealth (CWM LLC) first reported a position in WPZ in Q3 2017 and held it in 1 quarter. The position peaked at $14K in Q3 2017. 305 funds tracked by Wall St. Rank hold WPZ as of Q4 2017.

  • Carson Wealth (CWM LLC) reported no remaining Williams Partners L.P. position as of Q4 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 349 Williams Partners L.P. shares in Q4 2017, an estimated $14K.
  • Carson Wealth (CWM LLC) first reported a position in Williams Partners L.P. in Q3 2017 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Williams Partners L.P. position peaked at $14K in Q3 2017.
  • 305 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2017, filed 16 Jan 2018.