First Trust Advisors’s Williams Partners L.P. WPZ Stock Holding History

First Trust Advisors’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	-215,652	Closed	-$7.42M	–	2544
2018 Q1	$7.42M	Sell	215,652 -58,935	-21%	-$2.3M	0.02%	870
2017 Q4	$10.6M	Buy	274,587 +9,076	+3%	+$341K	0.03%	742
2017 Q3	$10.3M	Buy	265,511 +137,581	+108%	+$5.43M	0.03%	746
2017 Q2	$5.13M	Sell	127,930 -17,349	-12%	-$694K	0.01%	1012
2017 Q1	$5.93M	Sell	145,279 -23,417	-14%	-$941K	0.02%	973
2016 Q4	$6.42M	Buy	168,696 +18,316	+12%	+$658K	0.02%	920
2016 Q3	$5.59M	Buy	150,380 +16,821	+13%	+$619K	0.02%	928
2016 Q2	$4.63M	Sell	133,559 -84,116	-39%	-$2.49M	0.01%	965
2016 Q1	$4.45M	Sell	217,675 -97,741	-31%	-$1.92M	0.01%	972
2015 Q4	$8.78M	Buy	+315,416	New	+$9.47M	0.02%	729
2015 Q2	–	Sell	-107,988	Closed	-$5.32M	–	2355
2015 Q1	$5.32M	Buy	+107,988	New	+$5.27M	0.02%	1014
2014 Q2	–	Sell	-176,126	Closed	-$9.55M	–	2366
2014 Q1	$9.55M	Buy	+176,126	New	+$9.32M	0.04%	690
2013 Q4	–	Sell	-199,309	Closed	-$9.07M	–	2311
2013 Q3	$9.07M	Buy	199,309 +560	+0.3%	+$24.8K	0.05%	579
2013 Q2	$8.94M	Buy	+198,749	New	+$8.07M	0.06%	491

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

First Trust Advisors's WPZ Position: Q2 2018 in Review

First Trust Advisors sold out of Williams Partners L.P. (WPZ) in Q2 2018, closing a stake of 215,652 shares — an estimated $7.42M sold.

First Trust Advisors first reported a position in WPZ in Q2 2013 and held it in 14 quarters. The position peaked at $10.6M in Q4 2017. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2018.

First Trust Advisors reported no remaining Williams Partners L.P. position as of Q2 2018 after selling out during the quarter.
First Trust Advisors sold 215,652 Williams Partners L.P. shares in Q2 2018, an estimated $7.42M.
First Trust Advisors first reported a position in Williams Partners L.P. in Q2 2013 and held it in 14 quarters.
First Trust Advisors's Williams Partners L.P. position peaked at $10.6M in Q4 2017.
309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2018.

Based on First Trust Advisors's 13F filing for Q2 2018, filed 2 Aug 2018.