ECM
WPZ

Evergreen Capital Management’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Evergreen Capital 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
2014
Q2 		– Sell
-4,400
Closed -$211K – 109
2014
Q1 		$211K Sell
4,400
-321,909
-99% -$15.1M 0.04% 97
2013
Q4 		$15.6M Buy
326,309
+6,231
+2% +$299K 2.83% 3
2013
Q3 		$15.9M Sell
320,078
-5,377
-2% -$257K 2.56% 5
2013
Q2 		$15.8M Buy
+325,455
New +$15.7M 2.42% 7

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Evergreen Capital Management's WPZ Position: Q2 2014 in Review

Evergreen Capital Management sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q2 2014, closing a stake of 4,400 shares — an estimated $211K sold.

Evergreen Capital Management first reported a position in WPZ in Q2 2013 and held it in 4 quarters. The position peaked at $15.9M in Q3 2013. 293 funds tracked by Wall St. Rank hold WPZ as of Q2 2014.

  • Evergreen Capital Management reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q2 2014 after selling out during the quarter.
  • Evergreen Capital Management sold 4,400 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q2 2014, an estimated $211K.
  • Evergreen Capital Management first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 4 quarters.
  • Evergreen Capital Management's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $15.9M in Q3 2013.
  • 293 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q2 2014.

Based on Evergreen Capital Management's 13F filing for Q2 2014, filed 1 Aug 2014.