HPBT
WPZ

High Point Bank & Trust’s Williams Partners L.P. WPZ Stock Holding History

High Point Bank & Trust’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 		$643K Hold
16,901
– – 0.2% 79
2016
Q3 		$629K Hold
16,901
– – 0.17% 74
2016
Q2 		$585K Hold
16,901
– – 0.16% 76
2016
Q1 		$346K Hold
16,901
– – 0.09% 105
2015
Q4 		$471K Hold
16,901
– – 0.12% 87
2015
Q3 		$539K Hold
16,901
– – 0.15% 87
2015
Q2 		$819K Hold
16,901
– – 0.24% 72
2015
Q1 		$832K Buy
+16,901
New +$824K 0.24% 71

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

High Point Bank & Trust's WPZ Position: Q4 2016 in Review

High Point Bank & Trust held its Williams Partners L.P. (WPZ) position steady in Q4 2016 at 16,901 shares worth $643K. The position accounts for 0.2% of the portfolio, ranked #79.

High Point Bank & Trust first reported a position in WPZ in Q1 2015 and has held it in 8 quarters since. The position peaked at $832K in Q1 2015. 279 funds tracked by Wall St. Rank hold WPZ as of Q4 2016.

  • High Point Bank & Trust held 16,901 shares of Williams Partners L.P. worth $643K as of Q4 2016.
  • High Point Bank & Trust left its Williams Partners L.P. share count unchanged in Q4 2016.
  • Williams Partners L.P. made up 0.2% of High Point Bank & Trust's portfolio in Q4 2016, its #79 holding.
  • High Point Bank & Trust first reported a position in Williams Partners L.P. in Q1 2015 and has held it in 8 quarters since.
  • High Point Bank & Trust's Williams Partners L.P. position peaked at $832K in Q1 2015.
  • 279 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.