FM
WPZ

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

Forward 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
2017
Q1 		– Sell
-302,674
Closed -$11.5M – 232
2016
Q4 		$11.5M Buy
+302,674
New +$10.9M 0.8% 34

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forward Management's WPZ Position: Q1 2017 in Review

Forward Management sold out of Williams Partners L.P. (WPZ) in Q1 2017, closing a stake of 302,674 shares — an estimated $11.5M sold.

Forward Management first reported a position in WPZ in Q4 2016 and held it in 1 quarter. The position peaked at $11.5M in Q4 2016. 288 funds tracked by Wall St. Rank hold WPZ as of Q1 2017.

  • Forward Management reported no remaining Williams Partners L.P. position as of Q1 2017 after selling out during the quarter.
  • Forward Management sold 302,674 Williams Partners L.P. shares in Q1 2017, an estimated $11.5M.
  • Forward Management first reported a position in Williams Partners L.P. in Q4 2016 and held it in 1 quarter.
  • Forward Management's Williams Partners L.P. position peaked at $11.5M in Q4 2016.
  • 288 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2017.

Based on Forward Management's 13F filing for Q1 2017, filed 4 May 2017.