LAM
WPZ

Lebenthal Asset Management’s Williams Partners L.P. WPZ Stock Holding History

Lebenthal Asset 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
2016
Q4 		– Sell
-866
Closed -$32K – 823
2016
Q3 		$32K Buy
+866
New +$31.9K ﹤0.01% 502

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
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
O
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
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lebenthal Asset Management's WPZ Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Williams Partners L.P. (WPZ) in Q4 2016, closing a stake of 866 shares — an estimated $32K sold.

Lebenthal Asset Management first reported a position in WPZ in Q3 2016 and held it in 1 quarter. The position peaked at $32K in Q3 2016. 279 funds tracked by Wall St. Rank hold WPZ as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Williams Partners L.P. position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 866 Williams Partners L.P. shares in Q4 2016, an estimated $32K.
  • Lebenthal Asset Management first reported a position in Williams Partners L.P. in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Williams Partners L.P. position peaked at $32K in Q3 2016.
  • 279 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.