Index Management Solutions’s Williams Partners L.P. WPZ Stock Holding History

Index Management Solutions’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 Q3	–	Sell	-328	Closed	-$16K	–	838
2015 Q2	$16K	Buy	+328	New	+$17K	0.02%	537
2015 Q1	–	Sell	-44,987	Closed	-$2.3M	–	934
2014 Q4	$2.3M	Buy	44,987 +12,691	+39%	+$718K	0.32%	86
2014 Q3	$1.94M	Buy	32,296 +2,198	+7%	+$130K	0.22%	92
2014 Q2	$1.8M	Buy	30,098 +3,062	+11%	+$175K	0.22%	88
2014 Q1	$1.47M	Sell	27,036 -10,310	-28%	-$545K	0.24%	73
2013 Q4	$1.99M	Buy	37,346 +6,423	+21%	+$314K	0.5%	29
2013 Q3	$1.41M	Buy	+30,923	New	+$1.37M	0.42%	26

Other funds holding WPZ

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCCA

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

TCA

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

Index Management Solutions's WPZ Position: Q3 2015 in Review

Index Management Solutions sold out of Williams Partners L.P. (WPZ) in Q3 2015, closing a stake of 328 shares — an estimated $16K sold.

Index Management Solutions first reported a position in WPZ in Q3 2013 and held it in 7 quarters. The position peaked at $2.3M in Q4 2014. 299 funds tracked by Wall St. Rank hold WPZ as of Q3 2015.

Index Management Solutions reported no remaining Williams Partners L.P. position as of Q3 2015 after selling out during the quarter.
Index Management Solutions sold 328 Williams Partners L.P. shares in Q3 2015, an estimated $16K.
Index Management Solutions first reported a position in Williams Partners L.P. in Q3 2013 and held it in 7 quarters.
Index Management Solutions's Williams Partners L.P. position peaked at $2.3M in Q4 2014.
299 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.