KFS
WPZ

KMS Financial Services’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

KMS Financial Services’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
2014
Q1 		– Sell
-7,541
Closed -$361K – 585
2013
Q4 		$361K Buy
+7,541
New +$362K 0.06% 332

Other funds holding WPZ

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KMS Financial Services's WPZ Position: Q1 2014 in Review

KMS Financial Services sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2014, closing a stake of 7,541 shares — an estimated $361K sold.

KMS Financial Services first reported a position in WPZ in Q4 2013 and held it in 1 quarter. The position peaked at $361K in Q4 2013. 283 funds tracked by Wall St. Rank hold WPZ as of Q1 2014.

  • KMS Financial Services reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2014 after selling out during the quarter.
  • KMS Financial Services sold 7,541 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2014, an estimated $361K.
  • KMS Financial Services first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q4 2013 and held it in 1 quarter.
  • KMS Financial Services's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $361K in Q4 2013.
  • 283 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2014.

Based on KMS Financial Services's 13F filing for Q1 2014, filed 9 May 2014.