Citizens Business Bank’s Williams Partners L.P. WPZ Stock Holding History

Citizens Business Bank’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 Q2	–	Sell	-9,447	Closed	-$465K	–	296
2015 Q1	$465K	Buy	9,447 +4	+0%	+$195	0.08%	214
2014 Q4	$482K	Hold	9,443	–	–	0.09%	216
2014 Q3	$566K	Buy	+9,443	New	+$558K	0.11%	205

Other funds holding WPZ

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

KACA

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

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

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

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

Citigroup New York $303B AUM 53.02% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCA

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

Citizens Business Bank's WPZ Position: Q2 2015 in Review

Citizens Business Bank sold out of Williams Partners L.P. (WPZ) in Q2 2015, closing a stake of 9,447 shares — an estimated $465K sold.

Citizens Business Bank first reported a position in WPZ in Q3 2014 and held it in 3 quarters. The position peaked at $566K in Q3 2014. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2015.

Citizens Business Bank reported no remaining Williams Partners L.P. position as of Q2 2015 after selling out during the quarter.
Citizens Business Bank sold 9,447 Williams Partners L.P. shares in Q2 2015, an estimated $465K.
Citizens Business Bank first reported a position in Williams Partners L.P. in Q3 2014 and held it in 3 quarters.
Citizens Business Bank's Williams Partners L.P. position peaked at $566K in Q3 2014.
309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2015.

Based on Citizens Business Bank's 13F filing for Q2 2015, filed 18 Nov 2022.