MLFP
WPZ

MPS Loria Financial Planners’s Williams Partners L.P. WPZ Stock Holding History

MPS Loria Financial Planners’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
2017
Q3 		– Sell
-1,781
Closed -$68K – 399
2017
Q2 		$68K Buy
+1,781
New +$71.3K 0.05% 131

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

MPS Loria Financial Planners's WPZ Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of Williams Partners L.P. (WPZ) in Q3 2017, closing a stake of 1,781 shares — an estimated $68K sold.

MPS Loria Financial Planners first reported a position in WPZ in Q2 2017 and held it in 1 quarter. The position peaked at $68K in Q2 2017. 286 funds tracked by Wall St. Rank hold WPZ as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining Williams Partners L.P. position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,781 Williams Partners L.P. shares in Q3 2017, an estimated $68K.
  • MPS Loria Financial Planners first reported a position in Williams Partners L.P. in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's Williams Partners L.P. position peaked at $68K in Q2 2017.
  • 286 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.