FIM
WPZ

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

Fernwood Investment 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
-14,437
Closed -$721K – 117
2014
Q3 		$721K Sell
14,437
-530
-4% -$26.4K 0.62% 47
2014
Q2 		$765K Hold
14,967
– – 0.63% 50
2014
Q1 		$718K Buy
14,967
+106
+0.7% +$4.98K 0.67% 48
2013
Q4 		$712K Buy
+14,861
New +$713K 0.47% 58

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 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 $6.36B AUM 17.8% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Fernwood Investment Management's WPZ Position: Q4 2014 in Review

Fernwood Investment Management sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q4 2014, closing a stake of 14,437 shares — an estimated $721K sold.

Fernwood Investment Management first reported a position in WPZ in Q4 2013 and held it in 4 quarters. The position peaked at $765K in Q2 2014. 294 funds tracked by Wall St. Rank hold WPZ as of Q4 2014.

  • Fernwood Investment 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.
  • Fernwood Investment Management sold 14,437 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q4 2014, an estimated $721K.
  • Fernwood Investment Management first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q4 2013 and held it in 4 quarters.
  • Fernwood Investment Management's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $765K 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 Fernwood Investment Management's 13F filing for Q4 2014, filed 5 Feb 2015.