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

Evercore 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
2018 Q1	–	Sell	-2,166	Closed	-$84K	–	908
2017 Q4	$84K	Hold	2,166	–	–	﹤0.01%	498
2017 Q3	$84K	Sell	2,166 -636	-23%	-$25.1K	﹤0.01%	495
2017 Q2	$112K	Hold	2,802	–	–	﹤0.01%	447
2017 Q1	$114K	Hold	2,802	–	–	﹤0.01%	456
2016 Q4	$107K	Sell	2,802 -5,718	-67%	-$205K	﹤0.01%	481
2016 Q3	$317K	Buy	8,520 +5,718	+204%	+$210K	0.01%	304
2016 Q2	$97K	Sell	2,802 -183	-6%	-$5.42K	﹤0.01%	465
2016 Q1	$61K	Hold	2,985	–	–	﹤0.01%	534
2015 Q4	$83K	Sell	2,985 -13,000	-81%	-$390K	﹤0.01%	509
2015 Q3	$509K	Sell	15,985 -7,000	-30%	-$293K	0.02%	252
2015 Q2	$1.11M	Buy	22,985 +2,666	+13%	+$138K	0.05%	190
2015 Q1	$1M	Buy	20,319 +19,682	+3,090%	+$960K	0.05%	187
2014 Q4	$33K	Buy	+637	New	+$36K	﹤0.01%	599

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

Evercore Wealth Management's WPZ Position: Q1 2018 in Review

Evercore Wealth Management sold out of Williams Partners L.P. (WPZ) in Q1 2018, closing a stake of 2,166 shares — an estimated $84K sold.

Evercore Wealth Management first reported a position in WPZ in Q4 2014 and held it in 13 quarters. The position peaked at $1.11M in Q2 2015. 298 funds tracked by Wall St. Rank hold WPZ as of Q1 2018.

Evercore Wealth Management reported no remaining Williams Partners L.P. position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 2,166 Williams Partners L.P. shares in Q1 2018, an estimated $84K.
Evercore Wealth Management first reported a position in Williams Partners L.P. in Q4 2014 and held it in 13 quarters.
Evercore Wealth Management's Williams Partners L.P. position peaked at $1.11M in Q2 2015.
298 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.