FDCC
WPZ

Foster Dykema Cabot & Co’s Williams Partners L.P. WPZ Stock Holding History

Foster Dykema Cabot & Co’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
2014
Q1 		– Sell
-40,930
Closed -$2.18M – 92
2013
Q4 		$2.18M Sell
40,930
-10,126
-20% -$495K 0.58% 32
2013
Q3 		$2.33M Buy
+51,056
New +$2.26M 0.67% 30

Other funds holding WPZ

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Foster Dykema Cabot & Co's WPZ Position: Q1 2014 in Review

Foster Dykema Cabot & Co sold out of Williams Partners L.P. (WPZ) in Q1 2014, closing a stake of 40,930 shares — an estimated $2.18M sold.

Foster Dykema Cabot & Co first reported a position in WPZ in Q3 2013 and held it in 2 quarters. The position peaked at $2.33M in Q3 2013. 185 funds tracked by Wall St. Rank hold WPZ as of Q1 2014.

  • Foster Dykema Cabot & Co reported no remaining Williams Partners L.P. position as of Q1 2014 after selling out during the quarter.
  • Foster Dykema Cabot & Co sold 40,930 Williams Partners L.P. shares in Q1 2014, an estimated $2.18M.
  • Foster Dykema Cabot & Co first reported a position in Williams Partners L.P. in Q3 2013 and held it in 2 quarters.
  • Foster Dykema Cabot & Co's Williams Partners L.P. position peaked at $2.33M in Q3 2013.
  • 185 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2014.

Based on Foster Dykema Cabot & Co's 13F filing for Q1 2014, filed 13 May 2014.