MWP
WPZ

MYCIO Wealth Partners’s Williams Partners L.P. WPZ Stock Holding History

MYCIO Wealth Partners’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 		– Sell
-3,332
Closed -$124K – 818
2016
Q3 		$124K Buy
3,332
+50
+2% +$1.84K 0.02% 228
2016
Q2 		$114K Hold
3,282
– – 0.02% 248
2016
Q1 		$67K Hold
3,282
– – 0.01% 284
2015
Q4 		$91K Buy
3,282
+193
+6% +$5.79K 0.02% 233
2015
Q3 		$99K Hold
3,089
– – 0.02% 210
2015
Q2 		$150K Hold
3,089
– – 0.03% 166
2015
Q1 		$152K Buy
+3,089
New +$151K 0.03% 170

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 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

MYCIO Wealth Partners's WPZ Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Williams Partners L.P. (WPZ) in Q4 2016, closing a stake of 3,332 shares — an estimated $124K sold.

MYCIO Wealth Partners first reported a position in WPZ in Q1 2015 and held it in 7 quarters. The position peaked at $152K in Q1 2015. 279 funds tracked by Wall St. Rank hold WPZ as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Williams Partners L.P. position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 3,332 Williams Partners L.P. shares in Q4 2016, an estimated $124K.
  • MYCIO Wealth Partners first reported a position in Williams Partners L.P. in Q1 2015 and held it in 7 quarters.
  • MYCIO Wealth Partners's Williams Partners L.P. position peaked at $152K in Q1 2015.
  • 279 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.