LS
WPZ

Lupo Securities’s Williams Partners L.P. WPZ Stock Holding History

Lupo Securities’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
Q3 		$827K Hold
25,898
– – 6.22% 5
2015
Q2 		$1.25M Buy
+25,898
New +$1.34M 5.02% 5

Other funds holding WPZ

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Lupo Securities's WPZ Position: Q3 2015 in Review

Lupo Securities held its Williams Partners L.P. (WPZ) position steady in Q3 2015 at 25,898 shares worth $827K. The position accounts for 6.22% of the portfolio, ranked #5.

Lupo Securities first reported a position in WPZ in Q2 2015 and has held it in 2 quarters since. The position peaked at $1.25M in Q2 2015. 299 funds tracked by Wall St. Rank hold WPZ as of Q3 2015.

  • Lupo Securities held 25,898 shares of Williams Partners L.P. worth $827K as of Q3 2015.
  • Lupo Securities left its Williams Partners L.P. share count unchanged in Q3 2015.
  • Williams Partners L.P. made up 6.22% of Lupo Securities's portfolio in Q3 2015, its #5 holding.
  • Lupo Securities first reported a position in Williams Partners L.P. in Q2 2015 and has held it in 2 quarters since.
  • Lupo Securities's Williams Partners L.P. position peaked at $1.25M in Q2 2015.
  • 299 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2015.

Based on Lupo Securities's 13F filing for Q3 2015, filed 13 Nov 2015.