FM
WPZ

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 $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return