First Trust Advisors
WPZ

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
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