ERIM
WPZ

Eagle Ridge Investment Management’s Williams Partners L.P. WPZ Stock Holding History

Eagle Ridge Investment 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
Q1 		– Sell
-8,205
Closed -$419K – 61
2014
Q4 		$419K Sell
8,205
-2
-0% -$113 0.19% 45
2014
Q3 		$492K Sell
8,207
-4,285
-34% -$253K 0.24% 48
2014
Q2 		$748K Buy
12,492
+139
+1% +$7.92K 0.35% 40
2014
Q1 		$670K Buy
12,353
+479
+4% +$25.3K 0.33% 40
2013
Q4 		$633K Buy
+11,874
New +$581K 0.32% 39

Other funds holding WPZ

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Eagle Ridge Investment Management's WPZ Position: Q1 2015 in Review

Eagle Ridge Investment Management sold out of Williams Partners L.P. (WPZ) in Q1 2015, closing a stake of 8,205 shares — an estimated $419K sold.

Eagle Ridge Investment Management first reported a position in WPZ in Q4 2013 and held it in 5 quarters. The position peaked at $748K in Q2 2014. 284 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • Eagle Ridge Investment Management reported no remaining Williams Partners L.P. position as of Q1 2015 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 8,205 Williams Partners L.P. shares in Q1 2015, an estimated $419K.
  • Eagle Ridge Investment Management first reported a position in Williams Partners L.P. in Q4 2013 and held it in 5 quarters.
  • Eagle Ridge Investment Management's Williams Partners L.P. position peaked at $748K in Q2 2014.
  • 284 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2015.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2015, filed 24 Apr 2015.