KA
WPZ

Klingman & Associates’s Williams Partners L.P. WPZ Stock Holding History

Klingman & Associates’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
Q4 		– Sell
-300
Closed -$9K – 451
2015
Q3 		$9K Buy
+300
New +$12.6K ﹤0.01% 324

Other funds holding WPZ

Fidelity Investments
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Klingman & Associates's WPZ Position: Q4 2015 in Review

Klingman & Associates sold out of Williams Partners L.P. (WPZ) in Q4 2015, closing a stake of 300 shares — an estimated $9K sold.

Klingman & Associates first reported a position in WPZ in Q3 2015 and held it in 1 quarter. The position peaked at $9K in Q3 2015. 265 funds tracked by Wall St. Rank hold WPZ as of Q4 2015.

  • Klingman & Associates reported no remaining Williams Partners L.P. position as of Q4 2015 after selling out during the quarter.
  • Klingman & Associates sold 300 Williams Partners L.P. shares in Q4 2015, an estimated $9K.
  • Klingman & Associates first reported a position in Williams Partners L.P. in Q3 2015 and held it in 1 quarter.
  • Klingman & Associates's Williams Partners L.P. position peaked at $9K in Q3 2015.
  • 265 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2015.

Based on Klingman & Associates's 13F filing for Q4 2015, filed 9 Feb 2016.