FCMT
WPZ

Founders Capital Management (Texas)’s Williams Partners L.P. WPZ Stock Holding History

Founders Capital Management (Texas)’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
2018
Q2 		– Sell
-346
Closed -$12K – 362
2018
Q1 		$12K Hold
346
– – 0.01% 274
2017
Q4 		$13K Hold
346
– – 0.01% 262
2017
Q3 		$13K Hold
346
– – 0.01% 258
2017
Q2 		$14K Hold
346
– – 0.01% 250
2017
Q1 		$14K Buy
+346
New +$13.9K 0.01% 255

Other funds holding WPZ

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
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
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Founders Capital Management (Texas)'s WPZ Position: Q2 2018 in Review

Founders Capital Management (Texas) sold out of Williams Partners L.P. (WPZ) in Q2 2018, closing a stake of 346 shares — an estimated $12K sold.

Founders Capital Management (Texas) first reported a position in WPZ in Q1 2017 and held it in 5 quarters. The position peaked at $14K in Q2 2017. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2018.

  • Founders Capital Management (Texas) reported no remaining Williams Partners L.P. position as of Q2 2018 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 346 Williams Partners L.P. shares in Q2 2018, an estimated $12K.
  • Founders Capital Management (Texas) first reported a position in Williams Partners L.P. in Q1 2017 and held it in 5 quarters.
  • Founders Capital Management (Texas)'s Williams Partners L.P. position peaked at $14K in Q2 2017.
  • 309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2018.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2018, filed 9 Jul 2018.