Jacobus Wealth Management’s Williams Partners L.P. WPZ Stock Holding History

Jacobus Wealth 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
2014 Q4	–	Sell	-15,013	Closed	-$901K	–	320
2014 Q3	$901K	Sell	15,013 -1,374	-8%	-$81.2K	0.25%	84
2014 Q2	$982K	Buy	16,387 +2,679	+20%	+$153K	0.25%	87
2014 Q1	$744K	Buy	+13,708	New	+$725K	0.18%	99
2013 Q4	–	Sell	-8,759	Closed	-$399K	–	322
2013 Q3	$399K	Hold	8,759	–	–	0.14%	114
2013 Q2	$394K	Buy	+8,759	New	+$356K	0.14%	113

Other funds holding WPZ

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

KACA

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

TCA

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jacobus Wealth Management's WPZ Position: Q4 2014 in Review

Jacobus Wealth Management sold out of Williams Partners L.P. (WPZ) in Q4 2014, closing a stake of 15,013 shares — an estimated $901K sold.

Jacobus Wealth Management first reported a position in WPZ in Q2 2013 and held it in 5 quarters. The position peaked at $982K in Q2 2014. 184 funds tracked by Wall St. Rank hold WPZ as of Q4 2014.

Jacobus Wealth Management reported no remaining Williams Partners L.P. position as of Q4 2014 after selling out during the quarter.
Jacobus Wealth Management sold 15,013 Williams Partners L.P. shares in Q4 2014, an estimated $901K.
Jacobus Wealth Management first reported a position in Williams Partners L.P. in Q2 2013 and held it in 5 quarters.
Jacobus Wealth Management's Williams Partners L.P. position peaked at $982K in Q2 2014.
184 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2014.

Based on Jacobus Wealth Management's 13F filing for Q4 2014, filed 6 Feb 2015.