JIC
WPZ

Joel Isaacson & Co’s Williams Partners L.P. WPZ Stock Holding History

Joel Isaacson & Co’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
2017
Q1 		– Sell
-1,664
Closed -$63K – 624
2016
Q4 		$63K Hold
1,664
– – 0.01% 273
2016
Q3 		$62K Hold
1,664
– – 0.01% 295
2016
Q2 		$58K Hold
1,664
– – 0.01% 304
2016
Q1 		$34K Hold
1,664
– – 0.01% 399
2015
Q4 		$46K Hold
1,664
– – 0.01% 342
2015
Q3 		$53K Hold
1,664
– – 0.01% 328
2015
Q2 		$81K Hold
1,664
– – 0.02% 280
2015
Q1 		$82K Buy
+1,664
New +$81.2K 0.02% 284

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Joel Isaacson & Co's WPZ Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Williams Partners L.P. (WPZ) in Q1 2017, closing a stake of 1,664 shares — an estimated $63K sold.

Joel Isaacson & Co first reported a position in WPZ in Q1 2015 and held it in 8 quarters. The position peaked at $82K in Q1 2015. 288 funds tracked by Wall St. Rank hold WPZ as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Williams Partners L.P. position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 1,664 Williams Partners L.P. shares in Q1 2017, an estimated $63K.
  • Joel Isaacson & Co first reported a position in Williams Partners L.P. in Q1 2015 and held it in 8 quarters.
  • Joel Isaacson & Co's Williams Partners L.P. position peaked at $82K in Q1 2015.
  • 288 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.