LTI
WPZ

Laffer Tengler Investments’s Williams Partners L.P. WPZ Stock Holding History

Laffer Tengler Investments’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
Q4 		– Sell
-197,935
Closed -$11.2M – 203
2014
Q3 		$11.9M Buy
197,935
+23,752
+14% +$1.4M 1.76% 15
2014
Q2 		$10.4M Buy
174,183
+12,615
+8% +$719K 1.61% 17
2014
Q1 		$8.76M Buy
161,568
+403
+0.3% +$21.3K 1.41% 17
2013
Q4 		$8.59M Buy
+161,165
New +$7.88M 1.42% 18
2013
Q3 		– Sell
-141,468
Closed -$6.26M – 24
2013
Q2 		$6.36M Buy
+141,468
New +$5.75M 1.25% 11

Other funds holding WPZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Laffer Tengler Investments's WPZ Position: Q4 2014 in Review

Laffer Tengler Investments sold out of Williams Partners L.P. (WPZ) in Q4 2014, closing a stake of 197,935 shares — an estimated $11.2M sold.

Laffer Tengler Investments first reported a position in WPZ in Q2 2013 and held it in 5 quarters. The position peaked at $11.9M in Q3 2014. 184 funds tracked by Wall St. Rank hold WPZ as of Q4 2014.

  • Laffer Tengler Investments reported no remaining Williams Partners L.P. position as of Q4 2014 after selling out during the quarter.
  • Laffer Tengler Investments sold 197,935 Williams Partners L.P. shares in Q4 2014, an estimated $11.2M.
  • Laffer Tengler Investments first reported a position in Williams Partners L.P. in Q2 2013 and held it in 5 quarters.
  • Laffer Tengler Investments's Williams Partners L.P. position peaked at $11.9M in Q3 2014.
  • 184 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2014.

Based on Laffer Tengler Investments's 13F filing for Q4 2014, filed 17 Feb 2015.