FBB
WPZ

Fulton Breakefield Broenniman’s Williams Partners L.P. WPZ Stock Holding History

Fulton Breakefield Broenniman’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
-12,702
Closed -$625K – 134
2015
Q1 		$625K Sell
12,702
-6
-0% -$293 0.14% 110
2014
Q4 		$649K Sell
12,708
-37
-0.3% -$2.09K 0.14% 115
2014
Q3 		$764K Buy
12,745
+54
+0.4% +$3.19K 0.18% 109
2014
Q2 		$760K Buy
12,691
+59
+0.5% +$3.36K 0.18% 112
2014
Q1 		$685K Sell
12,632
-662
-5% -$35K 0.18% 114
2013
Q4 		$708K Sell
13,294
-157
-1% -$7.68K 0.19% 113
2013
Q3 		$612K Buy
13,451
+56
+0.4% +$2.48K 0.16% 122
2013
Q2 		$602K Buy
+13,395
New +$544K 0.18% 123

Other funds holding WPZ

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return