KT
WPZ

Kanaly Trust’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT 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
2015
Q1 		– Sell
-531
Closed -$22K – 765
2014
Q4 		$22K Hold
531
– – ﹤0.01% 376
2014
Q3 		$27K Hold
531
– – 0.01% 364
2014
Q2 		$27K Hold
531
– – ﹤0.01% 372
2014
Q1 		$25K Hold
531
– – ﹤0.01% 371
2013
Q4 		$25K Buy
+531
New +$25.5K 0.01% 356

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

Kanaly Trust's WPZ Position: Q1 2015 in Review

Kanaly Trust sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 531 shares — an estimated $22K sold.

Kanaly Trust first reported a position in WPZ in Q4 2013 and held it in 5 quarters. The position peaked at $27K in Q3 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • Kanaly Trust reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
  • Kanaly Trust sold 531 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $22K.
  • Kanaly Trust first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q4 2013 and held it in 5 quarters.
  • Kanaly Trust's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $27K 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 Kanaly Trust's 13F filing for Q1 2015, filed 28 Apr 2015.