Commonwealth Financial Services’s Williams Partners L.P. WPZ Stock Holding History

Commonwealth Financial 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
2016 Q3	–	Sell	-169	Closed	-$6K	–	262
2016 Q2	$6K	Hold	169	–	–	0.01%	206
2016 Q1	$3K	Hold	169	–	–	﹤0.01%	210
2015 Q4	$5K	Sell	169 -2,524	-94%	-$75.8K	0.02%	192
2015 Q3	$86K	Hold	2,693	–	–	0.1%	66
2015 Q2	$130K	Hold	2,693	–	–	0.14%	54
2015 Q1	$133K	Buy	+2,693	New	+$131K	0.12%	64

Other funds holding WPZ

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

KACA

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

TCA

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

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

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

Commonwealth Financial Services's WPZ Position: Q3 2016 in Review

Commonwealth Financial Services sold out of Williams Partners L.P. (WPZ) in Q3 2016, closing a stake of 169 shares — an estimated $6K sold.

Commonwealth Financial Services first reported a position in WPZ in Q1 2015 and held it in 6 quarters. The position peaked at $133K in Q1 2015. 260 funds tracked by Wall St. Rank hold WPZ as of Q3 2016.

Commonwealth Financial Services reported no remaining Williams Partners L.P. position as of Q3 2016 after selling out during the quarter.
Commonwealth Financial Services sold 169 Williams Partners L.P. shares in Q3 2016, an estimated $6K.
Commonwealth Financial Services first reported a position in Williams Partners L.P. in Q1 2015 and held it in 6 quarters.
Commonwealth Financial Services's Williams Partners L.P. position peaked at $133K in Q1 2015.
260 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2016.

Based on Commonwealth Financial Services's 13F filing for Q3 2016, filed 28 Oct 2016.