Krilogy Financial’s Williams Partners L.P. WPZ Stock Holding History

Krilogy Financial’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	–	Sell	-1,300	Closed	-$48K	–	791
2016 Q3	$48K	Hold	1,300	–	–	0.02%	304
2016 Q2	$45K	Hold	1,300	–	–	0.02%	321
2016 Q1	$27K	Hold	1,300	–	–	0.01%	357
2015 Q4	$36K	Hold	1,300	–	–	0.03%	164
2015 Q3	$41K	Buy	+1,300	New	+$54.4K	0.02%	228

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

Krilogy Financial's WPZ Position: Q4 2016 in Review

Krilogy Financial sold out of Williams Partners L.P. (WPZ) in Q4 2016, closing a stake of 1,300 shares — an estimated $48K sold.

Krilogy Financial first reported a position in WPZ in Q3 2015 and held it in 5 quarters. The position peaked at $48K in Q3 2016. 279 funds tracked by Wall St. Rank hold WPZ as of Q4 2016.

Krilogy Financial reported no remaining Williams Partners L.P. position as of Q4 2016 after selling out during the quarter.
Krilogy Financial sold 1,300 Williams Partners L.P. shares in Q4 2016, an estimated $48K.
Krilogy Financial first reported a position in Williams Partners L.P. in Q3 2015 and held it in 5 quarters.
Krilogy Financial's Williams Partners L.P. position peaked at $48K in Q3 2016.
279 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2016.

Based on Krilogy Financial's 13F filing for Q4 2016, filed 15 Feb 2017.