GGPS
WPZ

Gary Goldberg Planning Services’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Gary Goldberg Planning Services’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
Q4 		– Sell
-1,062
Closed -$53K – 523
2014
Q3 		$53K Hold
1,062
– – 0.02% 215
2014
Q2 		$54K Hold
1,062
– – 0.02% 211
2014
Q1 		$51K Hold
1,062
– – 0.02% 219
2013
Q4 		$51K Hold
1,062
– – 0.03% 200
2013
Q3 		$53K Hold
1,062
– – 0.03% 195
2013
Q2 		$52K Buy
+1,062
New +$51.3K 0.03% 185

Other funds holding WPZ

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Gary Goldberg Planning Services's WPZ Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q4 2014, closing a stake of 1,062 shares — an estimated $53K sold.

Gary Goldberg Planning Services first reported a position in WPZ in Q2 2013 and held it in 6 quarters. The position peaked at $54K in Q2 2014. 294 funds tracked by Wall St. Rank hold WPZ as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 1,062 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q4 2014, an estimated $53K.
  • Gary Goldberg Planning Services first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 6 quarters.
  • Gary Goldberg Planning Services's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $54K in Q2 2014.
  • 294 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.