Jefferies Group’s Williams Partners L.P. WPZ Stock Holding History

Jefferies Group’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
2018 Q1	–	Sell	-65,659	Closed	-$2.55M	–	3013
2017 Q4	$2.55M	Buy	+65,659	New	+$2.47M	0.01%	866
2017 Q3	–	Sell	-12,300	Closed	-$493K	–	2804
2017 Q2	$493K	Buy	+12,300	New	+$492K	﹤0.01%	1615
2015 Q4	–	Sell	-232,792	Closed	-$7.43M	–	2814
2015 Q3	$7.43M	Sell	232,792 -68,232	-23%	-$2.86M	0.04%	340
2015 Q2	$14.6M	Buy	+301,024	New	+$15.6M	0.08%	214

Other funds holding WPZ

HFA

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

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

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

TCA

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

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

KACA

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

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

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

Jefferies Group's WPZ Position: Q1 2018 in Review

Jefferies Group sold out of Williams Partners L.P. (WPZ) in Q1 2018, closing a stake of 65,659 shares — an estimated $2.55M sold.

Jefferies Group first reported a position in WPZ in Q2 2015 and held it in 4 quarters. The position peaked at $14.6M in Q2 2015. 298 funds tracked by Wall St. Rank hold WPZ as of Q1 2018.

Jefferies Group reported no remaining Williams Partners L.P. position as of Q1 2018 after selling out during the quarter.
Jefferies Group sold 65,659 Williams Partners L.P. shares in Q1 2018, an estimated $2.55M.
Jefferies Group first reported a position in Williams Partners L.P. in Q2 2015 and held it in 4 quarters.
Jefferies Group's Williams Partners L.P. position peaked at $14.6M in Q2 2015.
298 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2018.

Based on Jefferies Group's 13F filing for Q1 2018, filed 15 May 2018.