JFS Wealth Advisors’s Williams Partners L.P. WPZ Stock Holding History

JFS Wealth Advisors’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 Q1	–	Sell	-12,020	Closed	-$335K	–	681
2015 Q4	$335K	Sell	12,020 -9,473	-44%	-$284K	0.1%	103
2015 Q3	$686K	Hold	21,493	–	–	0.3%	57
2015 Q2	$1.04M	Buy	+21,493	New	+$1.11M	0.53%	44
2015 Q1	–	Sell	-21,485	Closed	-$1.1M	–	561
2014 Q4	$1.1M	Hold	21,485	–	–	0.17%	30
2014 Q3	$1.29M	Sell	21,485 -5,305	-20%	-$314K	0.23%	27
2014 Q2	$1.6M	Hold	26,790	–	–	0.29%	25
2014 Q1	$1.45M	Hold	26,790	–	–	0.81%	28
2013 Q4	$1.43M	Hold	26,790	–	–	0.62%	36
2013 Q3	$1.22M	Hold	26,790	–	–	0.57%	38
2013 Q2	$1.2M	Buy	+26,790	New	+$1.09M	0.6%	40

Other funds holding WPZ

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

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

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

HFA

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

JFS Wealth Advisors's WPZ Position: Q1 2016 in Review

JFS Wealth Advisors sold out of Williams Partners L.P. (WPZ) in Q1 2016, closing a stake of 12,020 shares — an estimated $335K sold.

JFS Wealth Advisors first reported a position in WPZ in Q2 2013 and held it in 10 quarters. The position peaked at $1.6M in Q2 2014. 221 funds tracked by Wall St. Rank hold WPZ as of Q1 2016.

JFS Wealth Advisors reported no remaining Williams Partners L.P. position as of Q1 2016 after selling out during the quarter.
JFS Wealth Advisors sold 12,020 Williams Partners L.P. shares in Q1 2016, an estimated $335K.
JFS Wealth Advisors first reported a position in Williams Partners L.P. in Q2 2013 and held it in 10 quarters.
JFS Wealth Advisors's Williams Partners L.P. position peaked at $1.6M in Q2 2014.
221 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2016.

Based on JFS Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.