Hirtle Callaghan & Co’s Williams Partners L.P. WPZ Stock Holding History

Hirtle Callaghan & Co’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 Q3	–	Sell	-2,236	Closed	-$90K	–	225
2017 Q2	$90K	Hold	2,236	–	–	0.01%	44
2017 Q1	$91K	Buy	+2,236	New	+$89.9K	0.01%	43
2016 Q1	–	Sell	-2,163	Closed	-$60K	–	196
2015 Q4	$60K	Hold	2,163	–	–	0.01%	120
2015 Q3	$69K	Hold	2,163	–	–	0.01%	145
2015 Q2	$105K	Buy	+2,163	New	+$112K	0.04%	134
2014 Q4	–	Sell	-2,005	Closed	-$120K	–	629
2014 Q3	$120K	Hold	2,005	–	–	0.02%	227
2014 Q2	$120K	Hold	2,005	–	–	0.02%	274
2014 Q1	$109K	Hold	2,005	–	–	0.02%	281
2013 Q4	$107K	Hold	2,005	–	–	0.01%	266
2013 Q3	$91K	Buy	+2,005	New	+$88.7K	0.01%	286

Other funds holding WPZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Hirtle Callaghan & Co's WPZ Position: Q3 2017 in Review

Hirtle Callaghan & Co sold out of Williams Partners L.P. (WPZ) in Q3 2017, closing a stake of 2,236 shares — an estimated $90K sold.

Hirtle Callaghan & Co first reported a position in WPZ in Q3 2013 and held it in 10 quarters. The position peaked at $120K in Q3 2014. 286 funds tracked by Wall St. Rank hold WPZ as of Q3 2017.

Hirtle Callaghan & Co reported no remaining Williams Partners L.P. position as of Q3 2017 after selling out during the quarter.
Hirtle Callaghan & Co sold 2,236 Williams Partners L.P. shares in Q3 2017, an estimated $90K.
Hirtle Callaghan & Co first reported a position in Williams Partners L.P. in Q3 2013 and held it in 10 quarters.
Hirtle Callaghan & Co's Williams Partners L.P. position peaked at $120K in Q3 2014.
286 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2017.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2017, filed 13 Nov 2017.