EWM
WPZ

Edge Wealth Management’s Williams Partners L.P. WPZ Stock Holding History

Edge Wealth 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
2016
Q1 		– Sell
-905
Closed -$25K – 513
2015
Q4 		$25K Sell
905
-4,675
-84% -$140K 0.01% 228
2015
Q3 		$169K Buy
+5,580
New +$233K 0.06% 108
2015
Q2 		– Sell
-124,964
Closed -$6.18M – 476
2015
Q1 		$6.18M Buy
+124,964
New +$6.1M 2.08% 17

Other funds holding WPZ

Fidelity Investments
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Edge Wealth Management's WPZ Position: Q1 2016 in Review

Edge Wealth Management sold out of Williams Partners L.P. (WPZ) in Q1 2016, closing a stake of 905 shares — an estimated $25K sold.

Edge Wealth Management first reported a position in WPZ in Q1 2015 and held it in 3 quarters. The position peaked at $6.18M in Q1 2015. 221 funds tracked by Wall St. Rank hold WPZ as of Q1 2016.

  • Edge Wealth Management reported no remaining Williams Partners L.P. position as of Q1 2016 after selling out during the quarter.
  • Edge Wealth Management sold 905 Williams Partners L.P. shares in Q1 2016, an estimated $25K.
  • Edge Wealth Management first reported a position in Williams Partners L.P. in Q1 2015 and held it in 3 quarters.
  • Edge Wealth Management's Williams Partners L.P. position peaked at $6.18M in Q1 2015.
  • 221 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2016.

Based on Edge Wealth Management's 13F filing for Q1 2016, filed 8 Apr 2016.