JFGLC
WPZ

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

Johnson Financial Group LLC (Colorado)’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 		$228K Sell
6,624
-440
-6% -$17.2K 0.19% 55
2017
Q4 		$274K Buy
+7,064
New +$265K 0.21% 49

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

Johnson Financial Group LLC (Colorado)'s WPZ Position: Q1 2018 in Review

Johnson Financial Group LLC (Colorado) reduced its Williams Partners L.P. (WPZ) stake by 6.2% in Q1 2018, selling an estimated $17.2K and leaving 6,624 shares worth $228K. The position accounts for 0.19% of the portfolio, ranked #55.

Johnson Financial Group LLC (Colorado) first reported a position in WPZ in Q4 2017 and has held it in 2 quarters since. The position peaked at $274K in Q4 2017. 298 funds tracked by Wall St. Rank hold WPZ as of Q1 2018.

  • Johnson Financial Group LLC (Colorado) held 6,624 shares of Williams Partners L.P. worth $228K as of Q1 2018.
  • Johnson Financial Group LLC (Colorado) sold 440 Williams Partners L.P. shares in Q1 2018, an estimated $17.2K.
  • Williams Partners L.P. made up 0.19% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2018, its #55 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Williams Partners L.P. in Q4 2017 and has held it in 2 quarters since.
  • Johnson Financial Group LLC (Colorado)'s Williams Partners L.P. position peaked at $274K in Q4 2017.
  • 298 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2018.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2018, filed 15 May 2018.