GWA
WPZ

Genesis Wealth Advisors’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Genesis Wealth Advisors’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
Q1 		– Sell
-1,380
Closed -$66.7K – 495
2014
Q4 		$66.7K Buy
+1,380
New +$64.9K 0.05% 177

Other funds holding WPZ

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
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
SCM
Samson Capital Management Leawood, Kansas $53.2M AUM 2.55% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Genesis Wealth Advisors's WPZ Position: Q1 2015 in Review

Genesis Wealth Advisors sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 1,380 shares — an estimated $66.7K sold.

Genesis Wealth Advisors first reported a position in WPZ in Q4 2014 and held it in 1 quarter. The position peaked at $66.7K in Q4 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • Genesis Wealth Advisors reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 1,380 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $66.7K.
  • Genesis Wealth Advisors first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q4 2014 and held it in 1 quarter.
  • Genesis Wealth Advisors's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $66.7K in Q4 2014.
  • 43 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2015.

Based on Genesis Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.