FAM
WPZ

Formidable Asset Management’s Williams Partners L.P. WPZ Stock Holding History

Formidable Asset 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
Q4 		– Sell
-173
Closed -$5K – 628
2015
Q3 		$5K Buy
+173
New +$7.24K ﹤0.01% 509

Other funds holding WPZ

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Formidable Asset Management's WPZ Position: Q4 2015 in Review

Formidable Asset Management sold out of Williams Partners L.P. (WPZ) in Q4 2015, closing a stake of 173 shares — an estimated $5K sold.

Formidable Asset Management first reported a position in WPZ in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 265 funds tracked by Wall St. Rank hold WPZ as of Q4 2015.

  • Formidable Asset Management reported no remaining Williams Partners L.P. position as of Q4 2015 after selling out during the quarter.
  • Formidable Asset Management sold 173 Williams Partners L.P. shares in Q4 2015, an estimated $5K.
  • Formidable Asset Management first reported a position in Williams Partners L.P. in Q3 2015 and held it in 1 quarter.
  • Formidable Asset Management's Williams Partners L.P. position peaked at $5K in Q3 2015.
  • 265 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2015.

Based on Formidable Asset Management's 13F filing for Q4 2015, filed 2 Feb 2016.