E&G Advisors’s Williams Partners L.P. WPZ Stock Holding History

E&G 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 Q3	–	Sell	-4,941	Closed	-$239K	–	98
2015 Q2	$239K	Buy	4,941 +14	+0.3%	+$726	0.14%	84
2015 Q1	$243K	Buy	+4,927	New	+$240K	0.14%	86

Other funds holding WPZ

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCCA

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

TCA

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

E&G Advisors's WPZ Position: Q3 2015 in Review

E&G Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2015, closing a stake of 4,941 shares — an estimated $239K sold.

E&G Advisors first reported a position in WPZ in Q1 2015 and held it in 2 quarters. The position peaked at $243K in Q1 2015. 299 funds tracked by Wall St. Rank hold WPZ as of Q3 2015.

E&G Advisors reported no remaining Williams Partners L.P. position as of Q3 2015 after selling out during the quarter.
E&G Advisors sold 4,941 Williams Partners L.P. shares in Q3 2015, an estimated $239K.
E&G Advisors first reported a position in Williams Partners L.P. in Q1 2015 and held it in 2 quarters.
E&G Advisors's Williams Partners L.P. position peaked at $243K in Q1 2015.
299 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2015.

Based on E&G Advisors's 13F filing for Q3 2015, filed 9 Oct 2015.