JG
WPZ

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
-95,400
Closed -$3.7M – 3014
2017
Q4 		$3.7M Buy
+95,400
New +$3.58M 0.02% 683
2015
Q4 		– Sell
-130,000
Closed -$4.15M – 2815
2015
Q3 		$4.15M Buy
+130,000
New +$5.44M 0.02% 573

Other funds holding WPZ

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Fidelity Investments
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
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
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
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.