Kings Point Capital Management’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Kings Point Capital Management’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	-78,270	Closed	-$3.3M	–	394
2014 Q4	$3.3M	Buy	78,270 +10,635	+16%	+$500K	0.89%	42
2014 Q3	$3.38M	Buy	67,635 +3,005	+5%	+$150K	1.02%	36
2014 Q2	$3.31M	Buy	64,630 +5,565	+9%	+$275K	0.99%	39
2014 Q1	$2.83M	Buy	59,065 +2,086	+4%	+$98.1K	0.92%	41
2013 Q4	$2.73M	Buy	56,979 +1,666	+3%	+$79.9K	0.96%	39
2013 Q3	$2.75M	Buy	55,313 +7,442	+16%	+$356K	1.06%	39
2013 Q2	$2.33M	Buy	+47,871	New	+$2.31M	0.95%	39

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

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 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

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

Kings Point Capital Management's WPZ Position: Q1 2015 in Review

Kings Point Capital Management sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 78,270 shares — an estimated $3.3M sold.

Kings Point Capital Management first reported a position in WPZ in Q2 2013 and held it in 7 quarters. The position peaked at $3.38M in Q3 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

Kings Point Capital Management reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
Kings Point Capital Management sold 78,270 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $3.3M.
Kings Point Capital Management first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 7 quarters.
Kings Point Capital Management's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $3.38M 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 Kings Point Capital Management's 13F filing for Q1 2015, filed 12 May 2015.