IWMPD
WPZ

Integrated Wealth Management (Palm Desert)’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT 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
2015
Q2 		– Sell
-1,308
Closed -$64K – 1587
2015
Q1 		$64K Buy
+1,308
New +$52.4K 0.03% 347

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

Integrated Wealth Management (Palm Desert)'s WPZ Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q2 2015, closing a stake of 1,308 shares — an estimated $64K sold.

Integrated Wealth Management (Palm Desert) first reported a position in WPZ in Q1 2015 and held it in 1 quarter. The position peaked at $64K in Q1 2015. 27 funds tracked by Wall St. Rank hold WPZ as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,308 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q2 2015, an estimated $64K.
  • Integrated Wealth Management (Palm Desert) first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $64K in Q1 2015.
  • 27 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.