Cypress Asset Management’s Williams Partners L.P. WPZ Stock Holding History

Cypress Asset Management’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	-9,064	Closed	-$289K	–	197
2015 Q3	$289K	Sell	9,064 -7,879	-47%	-$330K	0.06%	159
2015 Q2	$821K	Sell	16,943 -4,796	-22%	-$249K	0.15%	118
2015 Q1	$1.07M	Buy	21,739 +13,097	+152%	+$639K	0.2%	104
2014 Q4	$441K	Buy	8,642 +1,692	+24%	+$95.7K	0.08%	148
2014 Q3	$417K	Sell	6,950 -530	-7%	-$31.3K	0.08%	151
2014 Q2	$448K	Hold	7,480	–	–	0.08%	149
2014 Q1	$406K	Hold	7,480	–	–	0.07%	145
2013 Q4	$399K	Buy	+7,480	New	+$366K	0.07%	149

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CCCA

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HFA

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

Cypress Asset Management's WPZ Position: Q4 2015 in Review

Cypress Asset Management sold out of Williams Partners L.P. (WPZ) in Q4 2015, closing a stake of 9,064 shares — an estimated $289K sold.

Cypress Asset Management first reported a position in WPZ in Q4 2013 and held it in 8 quarters. The position peaked at $1.07M in Q1 2015. 265 funds tracked by Wall St. Rank hold WPZ as of Q4 2015.

Cypress Asset Management reported no remaining Williams Partners L.P. position as of Q4 2015 after selling out during the quarter.
Cypress Asset Management sold 9,064 Williams Partners L.P. shares in Q4 2015, an estimated $289K.
Cypress Asset Management first reported a position in Williams Partners L.P. in Q4 2013 and held it in 8 quarters.
Cypress Asset Management's Williams Partners L.P. position peaked at $1.07M in Q1 2015.
265 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2015.

Based on Cypress Asset Management's 13F filing for Q4 2015, filed 10 Feb 2016.