LPL Financial
WPZ

LPL Financial’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

LPL Financial’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
-29,887
Closed -$1.26M – 2936
2014
Q4 		$1.26M Sell
29,887
-311
-1% -$14.6K 0.01% 1146
2014
Q3 		$1.47M Buy
30,198
+8,971
+42% +$446K 0.01% 1044
2014
Q2 		$1.09M Buy
21,227
+2,909
+16% +$144K 0.01% 1263
2014
Q1 		$879K Sell
18,318
-5,691
-24% -$268K 0.01% 1345
2013
Q4 		$1.15M Sell
24,009
-814
-3% -$39K 0.01% 1153
2013
Q3 		$1.25M Buy
24,823
+529
+2% +$25.3K 0.01% 1048
2013
Q2 		$1.18M Buy
+24,294
New +$1.17M 0.01% 1022

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 $6.22B AUM 18.97% 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 $4.48B AUM 19.29% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

LPL Financial's WPZ Position: Q1 2015 in Review

LPL Financial sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 29,887 shares — an estimated $1.26M sold.

LPL Financial first reported a position in WPZ in Q2 2013 and held it in 7 quarters. The position peaked at $1.47M in Q3 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • LPL Financial reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
  • LPL Financial sold 29,887 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $1.26M.
  • LPL Financial first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 7 quarters.
  • LPL Financial's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $1.47M in Q3 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 LPL Financial's 13F filing for Q1 2015, filed 14 May 2015.