EFIC
WPZ

Eliot Finkel Investment Counsel’s Williams Partners L.P. WPZ Stock Holding History

Eliot Finkel Investment Counsel’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
-59,373
Closed -$1.65M – 34
2015
Q4 		$1.65M Buy
+59,373
New +$1.78M 1.59% 27

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 23.41% 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 17.47% 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

Eliot Finkel Investment Counsel's WPZ Position: Q1 2016 in Review

Eliot Finkel Investment Counsel sold out of Williams Partners L.P. (WPZ) in Q1 2016, closing a stake of 59,373 shares — an estimated $1.65M sold.

Eliot Finkel Investment Counsel first reported a position in WPZ in Q4 2015 and held it in 1 quarter. The position peaked at $1.65M in Q4 2015. 221 funds tracked by Wall St. Rank hold WPZ as of Q1 2016.

  • Eliot Finkel Investment Counsel reported no remaining Williams Partners L.P. position as of Q1 2016 after selling out during the quarter.
  • Eliot Finkel Investment Counsel sold 59,373 Williams Partners L.P. shares in Q1 2016, an estimated $1.65M.
  • Eliot Finkel Investment Counsel first reported a position in Williams Partners L.P. in Q4 2015 and held it in 1 quarter.
  • Eliot Finkel Investment Counsel's Williams Partners L.P. position peaked at $1.65M in Q4 2015.
  • 221 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2016.

Based on Eliot Finkel Investment Counsel's 13F filing for Q1 2016, filed 18 May 2016.