CRC
WPZ

Curi RMB Capital’s Williams Partners L.P. WPZ Stock Holding History

Curi RMB Capital’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
Q2 		– Sell
-9,965
Closed -$407K – 827
2017
Q1 		$407K Buy
+9,965
New +$401K 0.02% 403

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
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Curi RMB Capital's WPZ Position: Q2 2017 in Review

Curi RMB Capital sold out of Williams Partners L.P. (WPZ) in Q2 2017, closing a stake of 9,965 shares — an estimated $407K sold.

Curi RMB Capital first reported a position in WPZ in Q1 2017 and held it in 1 quarter. The position peaked at $407K in Q1 2017. 295 funds tracked by Wall St. Rank hold WPZ as of Q2 2017.

  • Curi RMB Capital reported no remaining Williams Partners L.P. position as of Q2 2017 after selling out during the quarter.
  • Curi RMB Capital sold 9,965 Williams Partners L.P. shares in Q2 2017, an estimated $407K.
  • Curi RMB Capital first reported a position in Williams Partners L.P. in Q1 2017 and held it in 1 quarter.
  • Curi RMB Capital's Williams Partners L.P. position peaked at $407K in Q1 2017.
  • 295 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2017.

Based on Curi RMB Capital's 13F filing for Q2 2017, filed 14 Aug 2017.