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

Cumberland 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
2015 Q4	–	Sell	-465	Closed	-$15K	–	71
2015 Q3	$15K	Sell	465 -597	-56%	-$25K	0.01%	42
2015 Q2	$51K	Hold	1,062	–	–	0.03%	42
2015 Q1	$52K	Buy	1,062 +213	+25%	+$10.4K	0.03%	44
2014 Q4	$43K	Hold	849	–	–	0.03%	54
2014 Q3	$51K	Buy	849 +425	+100%	+$25.1K	0.03%	48
2014 Q2	$25K	Buy	+424	New	+$24.2K	0.02%	48

Other funds holding WPZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HFA

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

Cumberland Advisors's WPZ Position: Q4 2015 in Review

Cumberland Advisors sold out of Williams Partners L.P. (WPZ) in Q4 2015, closing a stake of 465 shares — an estimated $15K sold.

Cumberland Advisors first reported a position in WPZ in Q2 2014 and held it in 6 quarters. The position peaked at $52K in Q1 2015. 265 funds tracked by Wall St. Rank hold WPZ as of Q4 2015.

Cumberland Advisors reported no remaining Williams Partners L.P. position as of Q4 2015 after selling out during the quarter.
Cumberland Advisors sold 465 Williams Partners L.P. shares in Q4 2015, an estimated $15K.
Cumberland Advisors first reported a position in Williams Partners L.P. in Q2 2014 and held it in 6 quarters.
Cumberland Advisors's Williams Partners L.P. position peaked at $52K in Q1 2015.
265 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2015.

Based on Cumberland Advisors's 13F filing for Q4 2015, filed 20 Jan 2016.