CIP
WPZ

Chartwell Investment Partners’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Chartwell Investment Partners’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
-15,392
Closed -$649K – 400
2014
Q4 		$649K Hold
15,392
– – 0.01% 339
2014
Q3 		$769K Hold
15,392
– – 0.02% 325
2014
Q2 		$787K Hold
15,392
– – 0.02% 321
2014
Q1 		$739K Hold
15,392
– – 0.02% 321
2013
Q4 		$737K Hold
15,392
– – 0.02% 334
2013
Q3 		$767K Buy
+15,392
New +$737K 0.02% 342

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 $4.48B AUM 19.29% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Chartwell Investment Partners's WPZ Position: Q1 2015 in Review

Chartwell Investment Partners sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 15,392 shares — an estimated $649K sold.

Chartwell Investment Partners first reported a position in WPZ in Q3 2013 and held it in 6 quarters. The position peaked at $787K in Q2 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • Chartwell Investment Partners reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
  • Chartwell Investment Partners sold 15,392 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $649K.
  • Chartwell Investment Partners first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q3 2013 and held it in 6 quarters.
  • Chartwell Investment Partners's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $787K in Q2 2014.
  • 43 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2015.

Based on Chartwell Investment Partners's 13F filing for Q1 2015, filed 30 Apr 2015.