Evercore Wealth Management’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT 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
2015 Q1	–	Sell	-2,879	Closed	-$121K	–	1084
2014 Q4	$121K	Sell	2,879 -531	-16%	-$25K	0.01%	433
2014 Q3	$171K	Hold	3,410	–	–	0.01%	425
2014 Q2	$175K	Buy	3,410 +2,654	+351%	+$131K	0.01%	411
2014 Q1	$36K	Sell	756 -212	-22%	-$9.97K	﹤0.01%	650
2013 Q4	$46K	Hold	968	–	–	﹤0.01%	573
2013 Q3	$48K	Sell	968 -212	-18%	-$10.2K	﹤0.01%	574
2013 Q2	$57K	Buy	+1,180	New	+$57K	﹤0.01%	549

Other funds holding WPZ

TCA

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

SCM

Samson Capital Management Leawood, Kansas $53.2M AUM 2.55% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

SIC

Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return

CVSCT

C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Evercore Wealth Management's WPZ Position: Q1 2015 in Review

Evercore Wealth Management sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 2,879 shares — an estimated $121K sold.

Evercore Wealth Management first reported a position in WPZ in Q2 2013 and held it in 7 quarters. The position peaked at $175K in Q2 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

Evercore Wealth Management reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
Evercore Wealth Management sold 2,879 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $121K.
Evercore Wealth Management first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 7 quarters.
Evercore Wealth Management's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $175K in Q2 2014.
43 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2015.

Based on Evercore Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.