MSFP
WPZ

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

Mark Sheptoff Financial Planning’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
2014
Q3 		– Sell
-187
Closed -$10K – 373
2014
Q2 		$10K Buy
187
+3
+2% +$148 0.01% 279
2014
Q1 		$9K Buy
+184
New +$8.65K 0.01% 290

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Mark Sheptoff Financial Planning's WPZ Position: Q3 2014 in Review

Mark Sheptoff Financial Planning sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q3 2014, closing a stake of 187 shares — an estimated $10K sold.

Mark Sheptoff Financial Planning first reported a position in WPZ in Q1 2014 and held it in 2 quarters. The position peaked at $10K in Q2 2014. 297 funds tracked by Wall St. Rank hold WPZ as of Q3 2014.

  • Mark Sheptoff Financial Planning reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q3 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 187 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q3 2014, an estimated $10K.
  • Mark Sheptoff Financial Planning first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q1 2014 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $10K in Q2 2014.
  • 297 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q3 2014.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2014, filed 12 Nov 2014.