ICOA
WPZ

Investment Centers of America’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Investment Centers of America’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
2014
Q2 		– Sell
-6,383
Closed -$315K – 456
2014
Q1 		$315K Buy
+6,383
New +$300K 0.07% 265
2013
Q4 		– Sell
-6,383
Closed -$315K – 395
2013
Q3 		$315K Buy
6,383
+316
+5% +$15.1K 0.06% 268
2013
Q2 		$297K Buy
+6,067
New +$293K 0.08% 215

Other funds holding WPZ

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Investment Centers of America's WPZ Position: Q2 2014 in Review

Investment Centers of America sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q2 2014, closing a stake of 6,383 shares — an estimated $315K sold.

Investment Centers of America first reported a position in WPZ in Q2 2013 and held it in 3 quarters. The position peaked at $315K in Q1 2014. 293 funds tracked by Wall St. Rank hold WPZ as of Q2 2014.

  • Investment Centers of America reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q2 2014 after selling out during the quarter.
  • Investment Centers of America sold 6,383 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q2 2014, an estimated $315K.
  • Investment Centers of America first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 3 quarters.
  • Investment Centers of America's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $315K in Q1 2014.
  • 293 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q2 2014.

Based on Investment Centers of America's 13F filing for Q2 2014, filed 5 Aug 2014.