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

Lehman Financial Resources’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	-743	Closed	-$23K	–	468
2015 Q3	$23K	Hold	743	–	–	0.01%	233
2015 Q2	$35K	Hold	743	–	–	0.02%	194
2015 Q1	$37K	Hold	743	–	–	0.02%	188
2014 Q4	$38K	Hold	743	–	–	0.02%	171
2014 Q3	$45K	Hold	743	–	–	0.02%	159
2014 Q2	$44K	Hold	743	–	–	0.02%	156
2014 Q1	$40K	Hold	743	–	–	0.02%	157
2013 Q4	$40K	Hold	743	–	–	0.02%	150
2013 Q3	$34K	Hold	743	–	–	0.02%	147
2013 Q2	$33K	Buy	+743	New	+$30.2K	0.02%	131

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Lehman Financial Resources's WPZ Position: Q4 2015 in Review

Lehman Financial Resources sold out of Williams Partners L.P. (WPZ) in Q4 2015, closing a stake of 743 shares — an estimated $23K sold.

Lehman Financial Resources first reported a position in WPZ in Q2 2013 and held it in 10 quarters. The position peaked at $45K in Q3 2014. 265 funds tracked by Wall St. Rank hold WPZ as of Q4 2015.

Lehman Financial Resources reported no remaining Williams Partners L.P. position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 743 Williams Partners L.P. shares in Q4 2015, an estimated $23K.
Lehman Financial Resources first reported a position in Williams Partners L.P. in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Williams Partners L.P. position peaked at $45K in Q3 2014.
265 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.