Howe & Rusling’s Williams Partners L.P. WPZ Stock Holding History

Howe & Rusling’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
2015 Q4	–	Sell	-173	Closed	-$6K	–	1150
2015 Q3	$6K	Hold	173	–	–	﹤0.01%	620
2015 Q2	$8K	Buy	+173	New	+$8.97K	﹤0.01%	565

Other funds holding WPZ

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

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

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

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

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

CCCA

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HFA

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

Howe & Rusling's WPZ Position: Q4 2015 in Review

Howe & Rusling sold out of Williams Partners L.P. (WPZ) in Q4 2015, closing a stake of 173 shares — an estimated $6K sold.

Howe & Rusling first reported a position in WPZ in Q2 2015 and held it in 2 quarters. The position peaked at $8K in Q2 2015. 265 funds tracked by Wall St. Rank hold WPZ as of Q4 2015.

Howe & Rusling reported no remaining Williams Partners L.P. position as of Q4 2015 after selling out during the quarter.
Howe & Rusling sold 173 Williams Partners L.P. shares in Q4 2015, an estimated $6K.
Howe & Rusling first reported a position in Williams Partners L.P. in Q2 2015 and held it in 2 quarters.
Howe & Rusling's Williams Partners L.P. position peaked at $8K in Q2 2015.
265 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2015.

Based on Howe & Rusling's 13F filing for Q4 2015, filed 11 Feb 2016.