Good Life Advisors’s Williams Partners L.P. WPZ Stock Holding History

Good Life 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
2017 Q4	–	Sell	-5,607	Closed	-$222K	–	239
2017 Q3	$222K	Sell	5,607 -660	-11%	-$26.1K	0.08%	184
2017 Q2	$250K	Sell	6,267 -82	-1%	-$3.28K	0.11%	161
2017 Q1	$260K	Sell	6,349 -31	-0.5%	-$1.25K	0.12%	152
2016 Q4	$254K	Buy	+6,380	New	+$229K	0.15%	116

Other funds holding WPZ

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Good Life Advisors's WPZ Position: Q4 2017 in Review

Good Life Advisors sold out of Williams Partners L.P. (WPZ) in Q4 2017, closing a stake of 5,607 shares — an estimated $222K sold.

Good Life Advisors first reported a position in WPZ in Q4 2016 and held it in 4 quarters. The position peaked at $260K in Q1 2017. 305 funds tracked by Wall St. Rank hold WPZ as of Q4 2017.

Good Life Advisors reported no remaining Williams Partners L.P. position as of Q4 2017 after selling out during the quarter.
Good Life Advisors sold 5,607 Williams Partners L.P. shares in Q4 2017, an estimated $222K.
Good Life Advisors first reported a position in Williams Partners L.P. in Q4 2016 and held it in 4 quarters.
Good Life Advisors's Williams Partners L.P. position peaked at $260K in Q1 2017.
305 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2017.

Based on Good Life Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.