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

Family 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 Q4	–	Sell	-82,188	Closed	-$4.11M	–	99
2014 Q3	$4.11M	Buy	82,188 +849	+1%	+$42.3K	1.87%	24
2014 Q2	$4.16M	Buy	81,339 +2,335	+3%	+$115K	2.03%	22
2014 Q1	$3.79M	Buy	79,004 +160	+0.2%	+$7.52K	1.97%	26
2013 Q4	$3.78M	Buy	78,844 +1,406	+2%	+$67.4K	2.17%	23
2013 Q3	$3.86M	Buy	77,438 +13,136	+20%	+$629K	2.49%	19
2013 Q2	$3.13M	Buy	+64,302	New	+$3.1M	1.9%	23

Other funds holding WPZ

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Family Management's WPZ Position: Q4 2014 in Review

Family Management sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q4 2014, closing a stake of 82,188 shares — an estimated $4.11M sold.

Family Management first reported a position in WPZ in Q2 2013 and held it in 6 quarters. The position peaked at $4.16M in Q2 2014. 294 funds tracked by Wall St. Rank hold WPZ as of Q4 2014.

Family Management reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q4 2014 after selling out during the quarter.
Family Management sold 82,188 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q4 2014, an estimated $4.11M.
Family Management first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 6 quarters.
Family Management's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $4.16M in Q2 2014.
294 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q4 2014.

Based on Family Management's 13F filing for Q4 2014, filed 3 Mar 2015.