Investors Capital Advisory Services’s Williams Partners L.P. WPZ Stock Holding History

Investors Capital 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
2016 Q2	$575K	Sell	16,635 -111	-0.7%	-$3.29K	0.11%	241
2016 Q1	$341K	Buy	16,746 +2,303	+16%	+$45.2K	0.07%	378
2015 Q4	$401K	Sell	14,443 -6,446	-31%	-$193K	0.08%	359
2015 Q3	$664K	Sell	20,889 -14,959	-42%	-$626K	0.13%	219
2015 Q2	$1.73M	Buy	35,848 +7,151	+25%	+$371K	0.32%	66
2015 Q1	$1.41M	Buy	28,697 +16,613	+137%	+$810K	0.26%	97
2014 Q4	$616K	Buy	12,084 +980	+9%	+$55.4K	0.12%	247
2014 Q3	$665K	Buy	11,104 +1,186	+12%	+$70.1K	0.13%	222
2014 Q2	$593K	Buy	9,918 +4,549	+85%	+$259K	0.1%	304
2014 Q1	$290K	Buy	5,369 +662	+14%	+$35K	0.06%	415
2013 Q4	$249K	Sell	4,707 -181	-4%	-$8.86K	0.06%	423
2013 Q3	$222K	Sell	4,888 -87	-2%	-$3.85K	0.06%	434
2013 Q2	$222K	Buy	+4,975	New	+$202K	0.07%	391

Other funds holding WPZ

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Investors Capital Advisory Services's WPZ Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Williams Partners L.P. (WPZ) stake by 0.66% in Q2 2016, selling an estimated $3.29K and leaving 16,635 shares worth $575K. The position accounts for 0.11% of the portfolio, ranked #241.

Investors Capital Advisory Services first reported a position in WPZ in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.73M in Q2 2015. 257 funds tracked by Wall St. Rank hold WPZ as of Q2 2016.

Investors Capital Advisory Services held 16,635 shares of Williams Partners L.P. worth $575K as of Q2 2016.
Investors Capital Advisory Services sold 111 Williams Partners L.P. shares in Q2 2016, an estimated $3.29K.
Williams Partners L.P. made up 0.11% of Investors Capital Advisory Services's portfolio in Q2 2016, its #241 holding.
Investors Capital Advisory Services first reported a position in Williams Partners L.P. in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's Williams Partners L.P. position peaked at $1.73M in Q2 2015.
257 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.