FCT
WPZ

Family Capital Trust’s Williams Partners L.P. WPZ Stock Holding History

Family Capital Trust’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
Q4 		– Sell
-3,154
Closed -$101K – 85
2015
Q3 		$101K Hold
3,154
– – 0.06% 52
2015
Q2 		$153K Hold
3,154
– – 0.09% 48
2015
Q1 		$155K Buy
3,154
+138
+5% +$6.73K 0.09% 52
2014
Q4 		$154K Sell
3,016
-2,918
-49% -$165K 0.08% 57
2014
Q3 		$356K Hold
5,934
– – 0.2% 41
2014
Q2 		$355K Hold
5,934
– – 0.18% 46
2014
Q1 		$322K Sell
5,934
-12,202
-67% -$645K 0.17% 49
2013
Q4 		$967K Buy
18,136
+2,043
+13% +$99.9K 0.53% 37
2013
Q3 		$733K Buy
16,093
+2,254
+16% +$99.7K 0.44% 45
2013
Q2 		$622K Buy
+13,839
New +$562K 0.4% 43

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
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
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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Family Capital Trust's WPZ Position: Q4 2015 in Review

Family Capital Trust sold out of Williams Partners L.P. (WPZ) in Q4 2015, closing a stake of 3,154 shares — an estimated $101K sold.

Family Capital Trust first reported a position in WPZ in Q2 2013 and held it in 10 quarters. The position peaked at $967K in Q4 2013. 265 funds tracked by Wall St. Rank hold WPZ as of Q4 2015.

  • Family Capital Trust reported no remaining Williams Partners L.P. position as of Q4 2015 after selling out during the quarter.
  • Family Capital Trust sold 3,154 Williams Partners L.P. shares in Q4 2015, an estimated $101K.
  • Family Capital Trust first reported a position in Williams Partners L.P. in Q2 2013 and held it in 10 quarters.
  • Family Capital Trust's Williams Partners L.P. position peaked at $967K in Q4 2013.
  • 265 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2015.

Based on Family Capital Trust's 13F filing for Q4 2015, filed 28 Jan 2016.