FWM
WPZ

Focused Wealth Management’s Williams Partners L.P. WPZ Stock Holding History

Focused Wealth 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
2015
Q2 		– Sell
-466
Closed -$23K – 754
2015
Q1 		$23K Buy
+466
New +$22.7K 0.01% 301

Other funds holding WPZ

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Focused Wealth Management's WPZ Position: Q2 2015 in Review

Focused Wealth Management sold out of Williams Partners L.P. (WPZ) in Q2 2015, closing a stake of 466 shares — an estimated $23K sold.

Focused Wealth Management first reported a position in WPZ in Q1 2015 and held it in 1 quarter. The position peaked at $23K in Q1 2015. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2015.

  • Focused Wealth Management reported no remaining Williams Partners L.P. position as of Q2 2015 after selling out during the quarter.
  • Focused Wealth Management sold 466 Williams Partners L.P. shares in Q2 2015, an estimated $23K.
  • Focused Wealth Management first reported a position in Williams Partners L.P. in Q1 2015 and held it in 1 quarter.
  • Focused Wealth Management's Williams Partners L.P. position peaked at $23K in Q1 2015.
  • 309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2015.

Based on Focused Wealth Management's 13F filing for Q2 2015, filed 29 Jul 2015.