MSI Financial Services’s Williams Partners L.P. WPZ Stock Holding History

MSI Financial Services’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 Q4	$96K	Buy	2,521 +80	+3%	+$2.87K	﹤0.01%	1475
2016 Q3	$91K	Sell	2,441 -33	-1%	-$1.21K	﹤0.01%	1477
2016 Q2	$86K	Sell	2,474 -1,062	-30%	-$31.4K	﹤0.01%	1490
2016 Q1	$72K	Buy	3,536 +301	+9%	+$5.9K	﹤0.01%	1528
2015 Q4	$90K	Buy	+3,235	New	+$97.1K	﹤0.01%	1359
2014 Q4	–	Sell	-137	Closed	-$8K	–	2908
2014 Q3	$8K	Hold	137	–	–	﹤0.01%	1945
2014 Q2	$8K	Hold	137	–	–	﹤0.01%	1919
2014 Q1	$7K	Hold	137	–	–	﹤0.01%	1906
2013 Q4	$7K	Hold	137	–	–	﹤0.01%	1868
2013 Q3	$6K	Hold	137	–	–	﹤0.01%	1672
2013 Q2	$6K	Buy	+137	New	+$5.57K	﹤0.01%	1788

Other funds holding WPZ

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

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

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

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

TCA

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MSI Financial Services's WPZ Position: Q4 2016 in Review

MSI Financial Services increased its Williams Partners L.P. (WPZ) stake by 3.3% in Q4 2016, buying an estimated $2.87K and bringing the position to 2,521 shares worth $96K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

MSI Financial Services first reported a position in WPZ in Q2 2013 and has held it in 11 quarters since. 279 funds tracked by Wall St. Rank hold WPZ as of Q4 2016.

MSI Financial Services held 2,521 shares of Williams Partners L.P. worth $96K as of Q4 2016.
MSI Financial Services bought 80 Williams Partners L.P. shares in Q4 2016, an estimated $2.87K.
Williams Partners L.P. made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1475 holding.
MSI Financial Services first reported a position in Williams Partners L.P. in Q2 2013 and has held it in 11 quarters since.
279 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.