FPFS
WPZ

First Personal Financial Services’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

First Personal Financial Services’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
2015
Q2 		– Sell
-352
Closed -$18K – 577
2015
Q1 		$18K Buy
+352
New +$14.1K 0.01% 234

Other funds holding WPZ

TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
SCM
Samson Capital Management Leawood, Kansas $53.2M AUM 2.55% 1-Year Est. Return
SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

First Personal Financial Services's WPZ Position: Q2 2015 in Review

First Personal Financial Services sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q2 2015, closing a stake of 352 shares — an estimated $18K sold.

First Personal Financial Services first reported a position in WPZ in Q1 2015 and held it in 1 quarter. The position peaked at $18K in Q1 2015. 27 funds tracked by Wall St. Rank hold WPZ as of Q2 2015.

  • First Personal Financial Services reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q2 2015 after selling out during the quarter.
  • First Personal Financial Services sold 352 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q2 2015, an estimated $18K.
  • First Personal Financial Services first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q1 2015 and held it in 1 quarter.
  • First Personal Financial Services's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $18K in Q1 2015.
  • 27 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q2 2015.

Based on First Personal Financial Services's 13F filing for Q2 2015, filed 14 Aug 2015.