IWMPD
WPZ

Integrated Wealth Management (Palm Desert)’s Williams Partners L.P. WPZ Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-461
Closed -$17K – 1243
2016
Q3 		$17K Buy
461
+1
+0.2% +$37 0.01% 653
2016
Q2 		$16K Buy
460
+2
+0.4% +$59 0.01% 653
2016
Q1 		$9K Buy
458
+2
+0.4% +$39 ﹤0.01% 739
2015
Q4 		$13K Buy
+456
New +$13.7K 0.01% 712

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s WPZ Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Williams Partners L.P. (WPZ) in Q4 2016, closing a stake of 461 shares — an estimated $17K sold.

Integrated Wealth Management (Palm Desert) first reported a position in WPZ in Q4 2015 and held it in 4 quarters. The position peaked at $17K in Q3 2016. 279 funds tracked by Wall St. Rank hold WPZ as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Williams Partners L.P. position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 461 Williams Partners L.P. shares in Q4 2016, an estimated $17K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Williams Partners L.P. in Q4 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Williams Partners L.P. position peaked at $17K in Q3 2016.
  • 279 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.