LWCFA
WPZ

Loring Wolcott & Coolidge Fiduciary Advisors’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT 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
2015
Q1 		– Sell
-4,246
Closed -$179K – 668
2014
Q4 		$179K Hold
4,246
– – ﹤0.01% 292
2014
Q3 		$212K Hold
4,246
– – 0.01% 260
2014
Q2 		$217K Hold
4,246
– – 0.01% 266
2014
Q1 		$204K Hold
4,246
– – 0.01% 264
2013
Q4 		$203K Hold
4,246
– – 0.01% 257
2013
Q3 		$212K Hold
4,246
– – 0.01% 243
2013
Q2 		$206K Buy
+4,246
New +$205K 0.01% 252

Other funds holding WPZ

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
SCM
Samson Capital Management Leawood, Kansas $53.2M AUM 2.55% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WPZ Position: Q1 2015 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 4,246 shares — an estimated $179K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WPZ in Q2 2013 and held it in 7 quarters. The position peaked at $217K in Q2 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 4,246 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $179K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 7 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $217K in Q2 2014.
  • 43 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2015.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2015, filed 6 May 2015.