IAS
WPZ

IMA Advisory Services’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

IMA Advisory Services’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
Q2 		– Sell
-8,730
Closed -$430K – 192
2015
Q1 		$430K Sell
8,730
-2,034
-19% -$81.6K 0.21% 97
2014
Q4 		$454K Buy
+10,764
New +$506K 0.23% 92

Other funds holding WPZ

TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
SCM
Samson Capital Management Leawood, Kansas $53.2M AUM 2.55% 1-Year Est. Return
SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

IMA Advisory Services's WPZ Position: Q2 2015 in Review

IMA Advisory Services sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q2 2015, closing a stake of 8,730 shares — an estimated $430K sold.

IMA Advisory Services first reported a position in WPZ in Q4 2014 and held it in 2 quarters. The position peaked at $454K in Q4 2014. 27 funds tracked by Wall St. Rank hold WPZ as of Q2 2015.

  • IMA Advisory Services reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q2 2015 after selling out during the quarter.
  • IMA Advisory Services sold 8,730 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q2 2015, an estimated $430K.
  • IMA Advisory Services first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q4 2014 and held it in 2 quarters.
  • IMA Advisory Services's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $454K in Q4 2014.
  • 27 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q2 2015.

Based on IMA Advisory Services's 13F filing for Q2 2015, filed 24 Jul 2015.