Johnson Financial Group Inc (Wisconsin)’s Williams Partners L.P. WPZ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-500	Closed	-$19K	–	631
2017 Q4	$19K	Hold	500	–	–	﹤0.01%	441
2017 Q3	$19K	Buy	+500	New	+$19.8K	﹤0.01%	424
2014 Q2	–	Sell	-1,034	Closed	-$56K	–	759
2014 Q1	$56K	Sell	1,034 -531	-34%	-$28.1K	0.02%	359
2013 Q4	$83K	Hold	1,565	–	–	0.02%	305
2013 Q3	$71K	Hold	1,565	–	–	0.02%	359
2013 Q2	$70K	Buy	+1,565	New	+$63.6K	0.02%	380

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 23.41% 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

Johnson Financial Group Inc (Wisconsin)'s WPZ Position: Q1 2018 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Williams Partners L.P. (WPZ) in Q1 2018, closing a stake of 500 shares — an estimated $19K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in WPZ in Q2 2013 and held it in 6 quarters. The position peaked at $83K in Q4 2013. 298 funds tracked by Wall St. Rank hold WPZ as of Q1 2018.

Johnson Financial Group Inc (Wisconsin) reported no remaining Williams Partners L.P. position as of Q1 2018 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 500 Williams Partners L.P. shares in Q1 2018, an estimated $19K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Williams Partners L.P. in Q2 2013 and held it in 6 quarters.
Johnson Financial Group Inc (Wisconsin)'s Williams Partners L.P. position peaked at $83K in Q4 2013.
298 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2018.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2018, filed 7 May 2018.