Creative Planning’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Creative Planning’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	-130,949	Closed	-$5.52M	–	4720
2014 Q4	$5.52M	Buy	130,949 +24,016	+22%	+$1.13M	0.06%	132
2014 Q3	$5.34M	Buy	106,933 +30,293	+40%	+$1.51M	0.06%	127
2014 Q2	$3.92M	Buy	76,640 +6,081	+9%	+$300K	0.05%	142
2014 Q1	$3.39M	Buy	70,559 +22,919	+48%	+$1.08M	0.05%	136
2013 Q4	$2.28M	Buy	47,640 +7,821	+20%	+$375K	0.04%	165
2013 Q3	$1.98M	Buy	39,819 +29,714	+294%	+$1.42M	0.04%	150
2013 Q2	$491K	Buy	+10,105	New	+$488K	0.01%	410

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

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 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

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

Creative Planning's WPZ Position: Q1 2015 in Review

Creative Planning sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 130,949 shares — an estimated $5.52M sold.

Creative Planning first reported a position in WPZ in Q2 2013 and held it in 7 quarters. The position peaked at $5.52M in Q4 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

Creative Planning reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
Creative Planning sold 130,949 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $5.52M.
Creative Planning first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 7 quarters.
Creative Planning's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $5.52M in Q4 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 Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.