GW
WPZ

GW & Wade’s Williams Partners L.P. WPZ Stock Holding History

GW & Wade’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
2016
Q4 		– Sell
-6,580
Closed -$245K – 244
2016
Q3 		$245K Hold
6,580
– – 0.04% 194
2016
Q2 		$228K Buy
+6,580
New +$195K 0.04% 205
2015
Q4 		– Sell
-6,788
Closed -$217K – 232
2015
Q3 		$217K Buy
6,788
+113
+2% +$4.73K 0.05% 195
2015
Q2 		$323K Buy
6,675
+338
+5% +$17.5K 0.06% 182
2015
Q1 		$312K Buy
+6,337
New +$309K 0.06% 186

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GW & Wade's WPZ Position: Q4 2016 in Review

GW & Wade sold out of Williams Partners L.P. (WPZ) in Q4 2016, closing a stake of 6,580 shares — an estimated $245K sold.

GW & Wade first reported a position in WPZ in Q1 2015 and held it in 5 quarters. The position peaked at $323K in Q2 2015. 279 funds tracked by Wall St. Rank hold WPZ as of Q4 2016.

  • GW & Wade reported no remaining Williams Partners L.P. position as of Q4 2016 after selling out during the quarter.
  • GW & Wade sold 6,580 Williams Partners L.P. shares in Q4 2016, an estimated $245K.
  • GW & Wade first reported a position in Williams Partners L.P. in Q1 2015 and held it in 5 quarters.
  • GW & Wade's Williams Partners L.P. position peaked at $323K in Q2 2015.
  • 279 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2016.

Based on GW & Wade's 13F filing for Q4 2016, filed 25 Jan 2017.