FPS
WPZ

Fieldpoint Private Securities’s Williams Partners L.P. WPZ Stock Holding History

Fieldpoint Private Securities’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
2018
Q2 		– Sell
-1,393
Closed -$48K – 435
2018
Q1 		$48K Buy
+1,393
New +$54.4K 0.02% 297
2017
Q4 		– Sell
-766
Closed -$30K – 622
2017
Q3 		$30K Buy
+766
New +$30.3K 0.01% 463

Other funds holding WPZ

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fieldpoint Private Securities's WPZ Position: Q2 2018 in Review

Fieldpoint Private Securities sold out of Williams Partners L.P. (WPZ) in Q2 2018, closing a stake of 1,393 shares — an estimated $48K sold.

Fieldpoint Private Securities first reported a position in WPZ in Q3 2017 and held it in 2 quarters. The position peaked at $48K in Q1 2018. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2018.

  • Fieldpoint Private Securities reported no remaining Williams Partners L.P. position as of Q2 2018 after selling out during the quarter.
  • Fieldpoint Private Securities sold 1,393 Williams Partners L.P. shares in Q2 2018, an estimated $48K.
  • Fieldpoint Private Securities first reported a position in Williams Partners L.P. in Q3 2017 and held it in 2 quarters.
  • Fieldpoint Private Securities's Williams Partners L.P. position peaked at $48K in Q1 2018.
  • 309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2018.

Based on Fieldpoint Private Securities's 13F filing for Q2 2018, filed 6 Aug 2018.