HTC
WPZ

Hershey Trust Company’s Williams Partners L.P. WPZ Stock Holding History

Hershey Trust Company’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
2013
Q3 		– Sell
-27,404
Closed -$1.23M – 106
2013
Q2 		$1.23M Buy
+27,404
New +$1.11M 0.02% 60

Other funds holding WPZ

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Hershey Trust Company's WPZ Position: Q3 2013 in Review

Hershey Trust Company sold out of Williams Partners L.P. (WPZ) in Q3 2013, closing a stake of 27,404 shares — an estimated $1.23M sold.

Hershey Trust Company first reported a position in WPZ in Q2 2013 and held it in 1 quarter. The position peaked at $1.23M in Q2 2013. 161 funds tracked by Wall St. Rank hold WPZ as of Q3 2013.

  • Hershey Trust Company reported no remaining Williams Partners L.P. position as of Q3 2013 after selling out during the quarter.
  • Hershey Trust Company sold 27,404 Williams Partners L.P. shares in Q3 2013, an estimated $1.23M.
  • Hershey Trust Company first reported a position in Williams Partners L.P. in Q2 2013 and held it in 1 quarter.
  • Hershey Trust Company's Williams Partners L.P. position peaked at $1.23M in Q2 2013.
  • 161 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2013.

Based on Hershey Trust Company's 13F filing for Q3 2013, filed 21 Oct 2013.