JFA
WPZ

JNBA Financial Advisors’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

JNBA Financial 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
2015
Q4 		– Sell
-733
Closed -$23K – 585
2015
Q3 		$23K Hold
733
– – 0.01% 270
2015
Q2 		$35K Hold
733
– – 0.01% 217
2015
Q1 		$36K Sell
733
-72
-9% -$2.89K 0.01% 222
2014
Q4 		$34K Hold
805
– – 0.01% 225
2014
Q3 		$40K Hold
805
– – 0.02% 211
2014
Q2 		$41K Hold
805
– – 0.02% 192
2014
Q1 		$39K Hold
805
– – 0.02% 185
2013
Q4 		$39K Hold
805
– – 0.02% 180
2013
Q3 		$40K Hold
805
– – 0.02% 168
2013
Q2 		$39K Buy
+805
New +$38.9K 0.03% 160

Other funds holding WPZ

WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SG
Somerset Group Wayzata, Minnesota $135M AUM 21.18% 1-Year Est. Return
WIA
Westbourne Investment Advisors Annapolis, Maryland $343M AUM 20.91% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

JNBA Financial Advisors's WPZ Position: Q4 2015 in Review

JNBA Financial Advisors sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q4 2015, closing a stake of 733 shares — an estimated $23K sold.

JNBA Financial Advisors first reported a position in WPZ in Q2 2013 and held it in 10 quarters. The position peaked at $41K in Q2 2014. 12 funds tracked by Wall St. Rank hold WPZ as of Q4 2015.

  • JNBA Financial Advisors reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q4 2015 after selling out during the quarter.
  • JNBA Financial Advisors sold 733 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q4 2015, an estimated $23K.
  • JNBA Financial Advisors first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 10 quarters.
  • JNBA Financial Advisors's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $41K in Q2 2014.
  • 12 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q4 2015.

Based on JNBA Financial Advisors's 13F filing for Q4 2015, filed 27 Jan 2016.