MOTCO’s Williams Partners L.P. WPZ Stock Holding History

MOTCO’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
2018 Q1	–	Sell	-221	Closed	-$9K	–	592
2017 Q4	$9K	Buy	+221	New	+$8.3K	﹤0.01%	477
2014 Q4	–	Sell	-118	Closed	-$7K	–	657
2014 Q3	$7K	Buy	+118	New	+$6.97K	﹤0.01%	524

Other funds holding WPZ

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

MOTCO's WPZ Position: Q1 2018 in Review

MOTCO sold out of Williams Partners L.P. (WPZ) in Q1 2018, closing a stake of 221 shares — an estimated $9K sold.

MOTCO first reported a position in WPZ in Q3 2014 and held it in 2 quarters. The position peaked at $9K in Q4 2017. 298 funds tracked by Wall St. Rank hold WPZ as of Q1 2018.

MOTCO reported no remaining Williams Partners L.P. position as of Q1 2018 after selling out during the quarter.
MOTCO sold 221 Williams Partners L.P. shares in Q1 2018, an estimated $9K.
MOTCO first reported a position in Williams Partners L.P. in Q3 2014 and held it in 2 quarters.
MOTCO's Williams Partners L.P. position peaked at $9K in Q4 2017.
298 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2018.

Based on MOTCO's 13F filing for Q1 2018, filed 8 May 2018.