CAZ Investments’s Williams Partners L.P. WPZ Stock Holding History

CAZ Investments’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 Q3	–	Sell	-4,533	Closed	-$220K	–	118
2015 Q2	$220K	Buy	+4,533	New	+$235K	0.11%	97

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCCA

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

TCA

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

CAZ Investments's WPZ Position: Q3 2015 in Review

CAZ Investments sold out of Williams Partners L.P. (WPZ) in Q3 2015, closing a stake of 4,533 shares — an estimated $220K sold.

CAZ Investments first reported a position in WPZ in Q2 2015 and held it in 1 quarter. The position peaked at $220K in Q2 2015. 299 funds tracked by Wall St. Rank hold WPZ as of Q3 2015.

CAZ Investments reported no remaining Williams Partners L.P. position as of Q3 2015 after selling out during the quarter.
CAZ Investments sold 4,533 Williams Partners L.P. shares in Q3 2015, an estimated $220K.
CAZ Investments first reported a position in Williams Partners L.P. in Q2 2015 and held it in 1 quarter.
CAZ Investments's Williams Partners L.P. position peaked at $220K in Q2 2015.
299 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2015.

Based on CAZ Investments's 13F filing for Q3 2015, filed 3 Nov 2015.