FWM
WPZ

Focused Wealth Management’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT 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
Q1 		– Sell
-571
Closed -$24K – 760
2014
Q4 		$24K Hold
571
– – 0.02% 283
2014
Q3 		$29K Hold
571
– – 0.02% 270
2014
Q2 		$29K Hold
571
– – 0.02% 259
2014
Q1 		$27K Hold
571
– – 0.02% 244
2013
Q4 		$27K Buy
+571
New +$27.4K 0.02% 249

Other funds holding WPZ

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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
V
ValueWorks New York $367M AUM 59.38% 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

Focused Wealth Management's WPZ Position: Q1 2015 in Review

Focused Wealth Management sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 571 shares — an estimated $24K sold.

Focused Wealth Management first reported a position in WPZ in Q4 2013 and held it in 5 quarters. The position peaked at $29K in Q3 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • Focused Wealth Management reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
  • Focused Wealth Management sold 571 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $24K.
  • Focused Wealth Management first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q4 2013 and held it in 5 quarters.
  • Focused Wealth Management's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $29K in Q3 2014.
  • 43 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2015.

Based on Focused Wealth Management's 13F filing for Q1 2015, filed 7 May 2015.