LNC
WPZ

Lincoln National Corp’s Williams Partners L.P. WPZ Stock Holding History

Lincoln National Corp’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
2018
Q1 		– Sell
-6,984
Closed -$271K – 663
2017
Q4 		$271K Buy
+6,984
New +$262K 0.01% 531

Other funds holding WPZ

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lincoln National Corp's WPZ Position: Q1 2018 in Review

Lincoln National Corp sold out of Williams Partners L.P. (WPZ) in Q1 2018, closing a stake of 6,984 shares — an estimated $271K sold.

Lincoln National Corp first reported a position in WPZ in Q4 2017 and held it in 1 quarter. The position peaked at $271K in Q4 2017. 298 funds tracked by Wall St. Rank hold WPZ as of Q1 2018.

  • Lincoln National Corp reported no remaining Williams Partners L.P. position as of Q1 2018 after selling out during the quarter.
  • Lincoln National Corp sold 6,984 Williams Partners L.P. shares in Q1 2018, an estimated $271K.
  • Lincoln National Corp first reported a position in Williams Partners L.P. in Q4 2017 and held it in 1 quarter.
  • Lincoln National Corp's Williams Partners L.P. position peaked at $271K in Q4 2017.
  • 298 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2018.

Based on Lincoln National Corp's 13F filing for Q1 2018, filed 9 May 2018.