Kanaly Trust’s Williams Partners L.P. WPZ Stock Holding History

Kanaly Trust’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
2016 Q4	$16K	Hold	433	–	–	﹤0.01%	477
2016 Q3	$16K	Hold	433	–	–	﹤0.01%	465
2016 Q2	$15K	Hold	433	–	–	﹤0.01%	476
2016 Q1	$9K	Hold	433	–	–	﹤0.01%	574
2015 Q4	$12K	Hold	433	–	–	﹤0.01%	539
2015 Q3	$14K	Hold	433	–	–	﹤0.01%	506
2015 Q2	$21K	Buy	+433	New	+$22.5K	﹤0.01%	458
2015 Q1	–	Sell	-159	Closed	-$8K	–	756
2014 Q4	$8K	Hold	159	–	–	﹤0.01%	499
2014 Q3	$10K	Hold	159	–	–	﹤0.01%	465
2014 Q2	$10K	Hold	159	–	–	﹤0.01%	476
2014 Q1	$9K	Hold	159	–	–	﹤0.01%	521
2013 Q4	$8K	Buy	+159	New	+$7.78K	﹤0.01%	492

Other funds holding WPZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kanaly Trust's WPZ Position: Q4 2016 in Review

Kanaly Trust held its Williams Partners L.P. (WPZ) position steady in Q4 2016 at 433 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Kanaly Trust first reported a position in WPZ in Q4 2013 and has held it in 12 quarters since. The position peaked at $21K in Q2 2015. 279 funds tracked by Wall St. Rank hold WPZ as of Q4 2016.

Kanaly Trust held 433 shares of Williams Partners L.P. worth $16K as of Q4 2016.
Kanaly Trust left its Williams Partners L.P. share count unchanged in Q4 2016.
Williams Partners L.P. made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #477 holding.
Kanaly Trust first reported a position in Williams Partners L.P. in Q4 2013 and has held it in 12 quarters since.
Kanaly Trust's Williams Partners L.P. position peaked at $21K in Q2 2015.
279 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.