CFA
WPZ

CT Financial Advisors’s Williams Partners L.P. WPZ Stock Holding History

CT Financial Advisors’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
2017
Q1 		$9.8K Hold
240
– – 0.01% 445
2016
Q4 		$9.13K Hold
240
– – 0.01% 450
2016
Q3 		$8.93K Hold
240
– – 0.01% 448
2016
Q2 		$8.31K Buy
+240
New +$7.11K 0.01% 449

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CT Financial Advisors's WPZ Position: Q1 2017 in Review

CT Financial Advisors held its Williams Partners L.P. (WPZ) position steady in Q1 2017 at 240 shares worth $9.8K. The position accounts for 0.01% of the portfolio, ranked #445.

CT Financial Advisors first reported a position in WPZ in Q2 2016 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold WPZ as of Q1 2017.

  • CT Financial Advisors held 240 shares of Williams Partners L.P. worth $9.8K as of Q1 2017.
  • CT Financial Advisors left its Williams Partners L.P. share count unchanged in Q1 2017.
  • Williams Partners L.P. made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #445 holding.
  • CT Financial Advisors first reported a position in Williams Partners L.P. in Q2 2016 and has held it in 4 quarters since.
  • 288 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.