Loring Wolcott & Coolidge Fiduciary Advisors’s Williams Partners L.P. WPZ Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q2	–	Sell	-5,632	Closed	-$194K	–	755
2018 Q1	$194K	Hold	5,632	–	–	﹤0.01%	279
2017 Q4	$218K	Hold	5,632	–	–	﹤0.01%	276
2017 Q3	$219K	Hold	5,632	–	–	﹤0.01%	272
2017 Q2	$233K	Hold	5,632	–	–	﹤0.01%	261
2017 Q1	$230K	Hold	5,632	–	–	﹤0.01%	260
2016 Q4	$214K	Hold	5,632	–	–	﹤0.01%	258
2016 Q3	$209K	Hold	5,632	–	–	﹤0.01%	257
2016 Q2	$195K	Hold	5,632	–	–	﹤0.01%	258
2016 Q1	$115K	Hold	5,632	–	–	﹤0.01%	305
2015 Q4	$157K	Buy	5,632 +2,166	+62%	+$65K	﹤0.01%	285
2015 Q3	$168K	Hold	3,466	–	–	﹤0.01%	295
2015 Q2	$168K	Hold	3,466	–	–	﹤0.01%	295
2015 Q1	$171K	Buy	+3,466	New	+$169K	﹤0.01%	305

Other funds holding WPZ

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WPZ Position: Q2 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Williams Partners L.P. (WPZ) in Q2 2018, closing a stake of 5,632 shares — an estimated $194K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WPZ in Q1 2015 and held it in 13 quarters. The position peaked at $233K in Q2 2017. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2018.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Williams Partners L.P. position as of Q2 2018 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 5,632 Williams Partners L.P. shares in Q2 2018, an estimated $194K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Williams Partners L.P. in Q1 2015 and held it in 13 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Williams Partners L.P. position peaked at $233K in Q2 2017.
309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.