EWM
WPZ

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

Evermay 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
Q3 		– Sell
-4,960
Closed -$240K – 87
2015
Q2 		$240K Hold
4,960
– – 0.14% 72
2015
Q1 		$244K Buy
+4,960
New +$242K 0.14% 74

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Evermay Wealth Management's WPZ Position: Q3 2015 in Review

Evermay Wealth Management sold out of Williams Partners L.P. (WPZ) in Q3 2015, closing a stake of 4,960 shares — an estimated $240K sold.

Evermay Wealth Management first reported a position in WPZ in Q1 2015 and held it in 2 quarters. The position peaked at $244K in Q1 2015. 299 funds tracked by Wall St. Rank hold WPZ as of Q3 2015.

  • Evermay Wealth Management reported no remaining Williams Partners L.P. position as of Q3 2015 after selling out during the quarter.
  • Evermay Wealth Management sold 4,960 Williams Partners L.P. shares in Q3 2015, an estimated $240K.
  • Evermay Wealth Management first reported a position in Williams Partners L.P. in Q1 2015 and held it in 2 quarters.
  • Evermay Wealth Management's Williams Partners L.P. position peaked at $244K in Q1 2015.
  • 299 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2015.

Based on Evermay Wealth Management's 13F filing for Q3 2015, filed 3 Nov 2015.