Morgan Stanley
WPZ

Morgan Stanley’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Morgan Stanley’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
-1,985,297
Closed -$83.7M – 6990
2014
Q4 		$83.7M Sell
1,985,297
-237,835
-11% -$11.2M 0.03% 588
2014
Q3 		$111M Buy
2,223,132
+121,992
+6% +$6.07M 0.04% 474
2014
Q2 		$107M Sell
2,101,140
-338,775
-14% -$16.7M 0.04% 486
2014
Q1 		$117M Sell
2,439,915
-443,066
-15% -$20.8M 0.05% 419
2013
Q4 		$138M Buy
2,882,981
+158,969
+6% +$7.63M 0.06% 356
2013
Q3 		$136M Buy
2,724,012
+824,599
+43% +$39.5M 0.06% 348
2013
Q2 		$92.3M Buy
+1,899,413
New +$91.7M 0.05% 430

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

Morgan Stanley's WPZ Position: Q1 2015 in Review

Morgan Stanley sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 1,985,297 shares — an estimated $83.7M sold.

Morgan Stanley first reported a position in WPZ in Q2 2013 and held it in 7 quarters. The position peaked at $138M in Q4 2013. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • Morgan Stanley reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
  • Morgan Stanley sold 1,985,297 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $83.7M.
  • Morgan Stanley first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 7 quarters.
  • Morgan Stanley's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $138M in Q4 2013.
  • 43 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2015.

Based on Morgan Stanley's 13F filing for Q1 2015, filed 14 May 2015.