LMGAM
WPZ

Liberty Mutual Group Asset Management’s Williams Partners L.P. WPZ Stock Holding History

Liberty Mutual Group 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
2017
Q2 		– Sell
-166,560
Closed -$6.8M – 1009
2017
Q1 		$6.8M Sell
166,560
-12,996
-7% -$522K 0.27% 54
2016
Q4 		$6.83M Buy
179,556
+54,374
+43% +$1.95M 0.24% 63
2016
Q3 		$4.66M Sell
125,182
-80,818
-39% -$2.97M 0.17% 95
2016
Q2 		$7.14M Buy
206,000
+70,259
+52% +$2.08M 0.26% 56
2016
Q1 		$2.78M Buy
135,741
+49,326
+57% +$967K 0.12% 178
2015
Q4 		$2.41M Buy
86,415
+16,261
+23% +$488K 0.1% 289
2015
Q3 		$2.24M Sell
70,154
-23,911
-25% -$1M 0.08% 274
2015
Q2 		$4.56M Sell
94,065
-6,567
-7% -$341K 0.16% 94
2015
Q1 		$4.95M Buy
100,632
+49
+0% +$2.39K 0.15% 107
2014
Q4 		$5.14M Hold
100,583
– – 0.16% 89
2014
Q3 		$6.03M Sell
100,583
-2,334
-2% -$138K 0.2% 64
2014
Q2 		$6.16M Hold
102,917
– – 0.19% 62
2014
Q1 		$5.58M Buy
102,917
+68,485
+199% +$3.62M 0.18% 64
2013
Q4 		$1.84M Sell
34,432
-30,670
-47% -$1.5M 0.06% 380
2013
Q3 		$2.96M Buy
65,102
+11,094
+21% +$491K 0.11% 187
2013
Q2 		$2.43M Buy
+54,008
New +$2.19M 0.09% 267

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Liberty Mutual Group Asset Management's WPZ Position: Q2 2017 in Review

Liberty Mutual Group Asset Management sold out of Williams Partners L.P. (WPZ) in Q2 2017, closing a stake of 166,560 shares — an estimated $6.8M sold.

Liberty Mutual Group Asset Management first reported a position in WPZ in Q2 2013 and held it in 16 quarters. The position peaked at $7.14M in Q2 2016. 295 funds tracked by Wall St. Rank hold WPZ as of Q2 2017.

  • Liberty Mutual Group Asset Management reported no remaining Williams Partners L.P. position as of Q2 2017 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 166,560 Williams Partners L.P. shares in Q2 2017, an estimated $6.8M.
  • Liberty Mutual Group Asset Management first reported a position in Williams Partners L.P. in Q2 2013 and held it in 16 quarters.
  • Liberty Mutual Group Asset Management's Williams Partners L.P. position peaked at $7.14M in Q2 2016.
  • 295 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2017.

Based on Liberty Mutual Group Asset Management's 13F filing for Q2 2017, filed 11 Aug 2017.