HB
WPZ

Homrich & Berg’s Williams Partners L.P. WPZ Stock Holding History

Homrich & Berg’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
Q2 		– Sell
-7,734
Closed -$316K – 323
2017
Q1 		$316K Buy
+7,734
New +$311K 0.03% 226
2015
Q4 		– Sell
-21,392
Closed -$683K – 293
2015
Q3 		$683K Hold
21,392
– – 0.07% 106
2015
Q2 		$1.04M Buy
21,392
+1,680
+9% +$87.1K 0.1% 81
2015
Q1 		$970K Sell
19,712
-693
-3% -$33.8K 0.1% 84
2014
Q4 		$1.04M Sell
20,405
-1,917
-9% -$108K 0.11% 83
2014
Q3 		$1.34M Hold
22,322
– – 0.14% 60
2014
Q2 		$1.34M Sell
22,322
-851
-4% -$48.5K 0.15% 59
2014
Q1 		$1.26M Buy
23,173
+6,727
+41% +$356K 0.16% 54
2013
Q4 		$877K Hold
16,446
– – 0.12% 74
2013
Q3 		$749K Buy
16,446
+11,449
+229% +$506K 0.12% 81
2013
Q2 		$225K Buy
+4,997
New +$203K 0.04% 138

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Homrich & Berg's WPZ Position: Q2 2017 in Review

Homrich & Berg sold out of Williams Partners L.P. (WPZ) in Q2 2017, closing a stake of 7,734 shares — an estimated $316K sold.

Homrich & Berg first reported a position in WPZ in Q2 2013 and held it in 11 quarters. The position peaked at $1.34M in Q3 2014. 295 funds tracked by Wall St. Rank hold WPZ as of Q2 2017.

  • Homrich & Berg reported no remaining Williams Partners L.P. position as of Q2 2017 after selling out during the quarter.
  • Homrich & Berg sold 7,734 Williams Partners L.P. shares in Q2 2017, an estimated $316K.
  • Homrich & Berg first reported a position in Williams Partners L.P. in Q2 2013 and held it in 11 quarters.
  • Homrich & Berg's Williams Partners L.P. position peaked at $1.34M in Q3 2014.
  • 295 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2017.

Based on Homrich & Berg's 13F filing for Q2 2017, filed 8 Aug 2017.