Investors Capital Advisory Services’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT 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
2015 Q1	–	Sell	-24,552	Closed	-$1.03M	–	779
2014 Q4	$1.03M	Buy	24,552 +147	+0.6%	+$6.91K	0.2%	147
2014 Q3	$1.22M	Sell	24,405 -17,686	-42%	-$880K	0.24%	111
2014 Q2	$2.15M	Buy	42,091 +19,923	+90%	+$984K	0.35%	63
2014 Q1	$1.06M	Buy	22,168 +3,436	+18%	+$162K	0.23%	122
2013 Q4	$895K	Sell	18,732 -2,830	-13%	-$136K	0.21%	136
2013 Q3	$1.07M	Sell	21,562 -2,378	-10%	-$114K	0.28%	98
2013 Q2	$1.16M	Buy	+23,940	New	+$1.16M	0.35%	73

Other funds holding WPZ

TCA

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Investors Capital Advisory Services's WPZ Position: Q1 2015 in Review

Investors Capital Advisory Services sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 24,552 shares — an estimated $1.03M sold.

Investors Capital Advisory Services first reported a position in WPZ in Q2 2013 and held it in 7 quarters. The position peaked at $2.15M in Q2 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

Investors Capital Advisory Services reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
Investors Capital Advisory Services sold 24,552 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $1.03M.
Investors Capital Advisory Services first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 7 quarters.
Investors Capital Advisory Services's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $2.15M in Q2 2014.
43 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2015.

Based on Investors Capital Advisory Services's 13F filing for Q1 2015, filed 12 May 2015.