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

Doliver 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
2018 Q1	–	Sell	-5,675	Closed	-$220K	–	398
2017 Q4	$220K	Hold	5,675	–	–	0.09%	218
2017 Q3	$221K	Hold	5,675	–	–	0.1%	200
2017 Q2	$228K	Buy	+5,675	New	+$227K	0.11%	204

Other funds holding WPZ

HFA

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Doliver Advisors's WPZ Position: Q1 2018 in Review

Doliver Advisors sold out of Williams Partners L.P. (WPZ) in Q1 2018, closing a stake of 5,675 shares — an estimated $220K sold.

Doliver Advisors first reported a position in WPZ in Q2 2017 and held it in 3 quarters. The position peaked at $228K in Q2 2017. 298 funds tracked by Wall St. Rank hold WPZ as of Q1 2018.

Doliver Advisors reported no remaining Williams Partners L.P. position as of Q1 2018 after selling out during the quarter.
Doliver Advisors sold 5,675 Williams Partners L.P. shares in Q1 2018, an estimated $220K.
Doliver Advisors first reported a position in Williams Partners L.P. in Q2 2017 and held it in 3 quarters.
Doliver Advisors's Williams Partners L.P. position peaked at $228K in Q2 2017.
298 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2018.

Based on Doliver Advisors's 13F filing for Q1 2018, filed 8 May 2018.