FolioMetrix’s Williams Partners L.P. WPZ Stock Holding History

FolioMetrix’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	-1,985	Closed	-$98K	–	289
2015 Q1	$98K	Buy	1,985 +1	+0.1%	+$49	0.05%	207
2014 Q4	$104K	Buy	+1,984	New	+$112K	0.07%	197

Other funds holding WPZ

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

FolioMetrix's WPZ Position: Q2 2015 in Review

FolioMetrix sold out of Williams Partners L.P. (WPZ) in Q2 2015, closing a stake of 1,985 shares — an estimated $98K sold.

FolioMetrix first reported a position in WPZ in Q4 2014 and held it in 2 quarters. The position peaked at $104K in Q4 2014. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2015.

FolioMetrix reported no remaining Williams Partners L.P. position as of Q2 2015 after selling out during the quarter.
FolioMetrix sold 1,985 Williams Partners L.P. shares in Q2 2015, an estimated $98K.
FolioMetrix first reported a position in Williams Partners L.P. in Q4 2014 and held it in 2 quarters.
FolioMetrix's Williams Partners L.P. position peaked at $104K in Q4 2014.
309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2015.

Based on FolioMetrix's 13F filing for Q2 2015, filed 5 Aug 2015.