MI
WPZ

Montage Investments’s Williams Partners L.P. WPZ Stock Holding History

Montage Investments’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
2016
Q3 		$591K Buy
+15,899
New +$585K 0.32% 107

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Montage Investments's WPZ Position: Q3 2016 in Review

Montage Investments opened a new position in Williams Partners L.P. (WPZ) in Q3 2016: 15,899 shares worth $591K. The stake represents 0.32% of the portfolio and ranks #107 among its holdings.

260 funds tracked by Wall St. Rank hold WPZ as of Q3 2016.

  • Montage Investments held 15,899 shares of Williams Partners L.P. worth $591K as of Q3 2016.
  • Williams Partners L.P. was a new Montage Investments position in Q3 2016.
  • Williams Partners L.P. made up 0.32% of Montage Investments's portfolio in Q3 2016, its #107 holding.
  • 260 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2016.

Based on Montage Investments's 13F filing for Q3 2016, filed 10 Nov 2016.