GIIO
WPZ

Gen IV Investment Opportunities’s Williams Partners L.P. WPZ Stock Holding History

Gen IV Investment Opportunities’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
Q3 		$34.1M Buy
876,259
+72,050
+9% +$2.85M 12.69% 4
2017
Q2 		$32.3M Buy
804,209
+7,000
+0.9% +$280K 11.38% 3
2017
Q1 		$32.5M Sell
797,209
-149,000
-16% -$5.99M 16.87% 2
2016
Q4 		$36M Buy
+946,209
New +$34M 18.69% 2

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Gen IV Investment Opportunities's WPZ Position: Q3 2017 in Review

Gen IV Investment Opportunities increased its Williams Partners L.P. (WPZ) stake by 9% in Q3 2017, buying an estimated $2.85M and bringing the position to 876,259 shares worth $34.1M. The position accounts for 12.69% of the portfolio, ranked #4.

Gen IV Investment Opportunities first reported a position in WPZ in Q4 2016 and has held it in 4 quarters since. The position peaked at $36M in Q4 2016. 286 funds tracked by Wall St. Rank hold WPZ as of Q3 2017.

  • Gen IV Investment Opportunities held 876,259 shares of Williams Partners L.P. worth $34.1M as of Q3 2017.
  • Gen IV Investment Opportunities bought 72,050 Williams Partners L.P. shares in Q3 2017, an estimated $2.85M.
  • Williams Partners L.P. made up 12.69% of Gen IV Investment Opportunities's portfolio in Q3 2017, its #4 holding.
  • Gen IV Investment Opportunities first reported a position in Williams Partners L.P. in Q4 2016 and has held it in 4 quarters since.
  • Gen IV Investment Opportunities's Williams Partners L.P. position peaked at $36M in Q4 2016.
  • 286 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2017.

Based on Gen IV Investment Opportunities's 13F filing for Q3 2017, filed 14 Nov 2017.