FAIM
WPZ

Financial Advocates Investment Management’s Williams Partners L.P. WPZ Stock Holding History

Financial Advocates 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
2018
Q1 		– Sell
-9,425
Closed -$365K – 559
2017
Q4 		$365K Buy
+9,425
New +$354K 0.05% 317

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 23.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Financial Advocates Investment Management's WPZ Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of Williams Partners L.P. (WPZ) in Q1 2018, closing a stake of 9,425 shares — an estimated $365K sold.

Financial Advocates Investment Management first reported a position in WPZ in Q4 2017 and held it in 1 quarter. The position peaked at $365K in Q4 2017. 298 funds tracked by Wall St. Rank hold WPZ as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining Williams Partners L.P. position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,425 Williams Partners L.P. shares in Q1 2018, an estimated $365K.
  • Financial Advocates Investment Management first reported a position in Williams Partners L.P. in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's Williams Partners L.P. position peaked at $365K in Q4 2017.
  • 298 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.