JCM
WPZ

Jacobi Capital Management’s Williams Partners L.P. WPZ Stock Holding History

Jacobi Capital Management’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
-200
Closed -$7K – 768
2016
Q3 		$7K Hold
200
– – ﹤0.01% 528
2016
Q2 		$7K Buy
+200
New +$5.92K ﹤0.01% 516

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 $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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 $9.6B AUM 19.53% 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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jacobi Capital Management's WPZ Position: Q4 2016 in Review

Jacobi Capital Management sold out of Williams Partners L.P. (WPZ) in Q4 2016, closing a stake of 200 shares — an estimated $7K sold.

Jacobi Capital Management first reported a position in WPZ in Q2 2016 and held it in 2 quarters. The position peaked at $7K in Q3 2016. 279 funds tracked by Wall St. Rank hold WPZ as of Q4 2016.

  • Jacobi Capital Management reported no remaining Williams Partners L.P. position as of Q4 2016 after selling out during the quarter.
  • Jacobi Capital Management sold 200 Williams Partners L.P. shares in Q4 2016, an estimated $7K.
  • Jacobi Capital Management first reported a position in Williams Partners L.P. in Q2 2016 and held it in 2 quarters.
  • Jacobi Capital Management's Williams Partners L.P. position peaked at $7K in Q3 2016.
  • 279 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2016.

Based on Jacobi Capital Management's 13F filing for Q4 2016, filed 8 Feb 2017.