JMPWA
WPZ

JP Morgan Private Wealth Advisors’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

JP Morgan Private 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
2015
Q1 		– Sell
-17,255
Closed -$727K – 1210
2014
Q4 		$727K Sell
17,255
-20,882
-55% -$982K 0.01% 611
2014
Q3 		$1.91M Buy
+38,137
New +$1.9M 0.02% 380

Other funds holding WPZ

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
SCM
Samson Capital Management Leawood, Kansas $53.2M AUM 2.55% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WPZ Position: Q1 2015 in Review

JP Morgan Private Wealth Advisors sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 17,255 shares — an estimated $727K sold.

JP Morgan Private Wealth Advisors first reported a position in WPZ in Q3 2014 and held it in 2 quarters. The position peaked at $1.91M in Q3 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • JP Morgan Private Wealth Advisors reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 17,255 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $727K.
  • JP Morgan Private Wealth Advisors first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q3 2014 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $1.91M in Q3 2014.
  • 43 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.