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

Financial Management Professionals’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	-11	Closed	-$418	–	326
2018 Q1	$0	Hold	11	–	–	﹤0.01%	322
2017 Q4	$0	Hold	11	–	–	﹤0.01%	273
2017 Q3	$0	Hold	11	–	–	﹤0.01%	292
2017 Q2	$0	Hold	11	–	–	﹤0.01%	322
2017 Q1	$0	Hold	11	–	–	﹤0.01%	339
2016 Q4	$0	Sell	11 -75	-87%	-$2.69K	﹤0.01%	349
2016 Q3	$0	Hold	86	–	–	﹤0.01%	493
2016 Q2	$2K	Hold	86	–	–	﹤0.01%	391
2016 Q1	$2K	Hold	86	–	–	﹤0.01%	232
2015 Q4	$2K	Hold	86	–	–	﹤0.01%	224
2015 Q3	$3K	Hold	86	–	–	﹤0.01%	231
2015 Q2	$4K	Hold	86	–	–	﹤0.01%	220
2015 Q1	$4K	Buy	+86	New	+$4.2K	﹤0.01%	237

Other funds holding WPZ

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

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 Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Management Professionals's WPZ Position: Q2 2018 in Review

Financial Management Professionals sold out of Williams Partners L.P. (WPZ) in Q2 2018, closing a stake of 11 shares — an estimated $418 sold.

Financial Management Professionals first reported a position in WPZ in Q1 2015 and held it in 13 quarters. The position peaked at $4K in Q2 2015. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2018.

Financial Management Professionals reported no remaining Williams Partners L.P. position as of Q2 2018 after selling out during the quarter.
Financial Management Professionals sold 11 Williams Partners L.P. shares in Q2 2018, an estimated $418.
Financial Management Professionals first reported a position in Williams Partners L.P. in Q1 2015 and held it in 13 quarters.
Financial Management Professionals's Williams Partners L.P. position peaked at $4K in Q2 2015.
309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2018.

Based on Financial Management Professionals's 13F filing for Q2 2018, filed 1 Aug 2018.