NFG
WPZ

Next Financial Group’s Williams Partners L.P. WPZ Stock Holding History

Next Financial Group’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
Q4 		– Sell
-279
Closed -$11K – 1738
2017
Q3 		$11K Hold
279
– – ﹤0.01% 1195
2017
Q2 		$11K Hold
279
– – ﹤0.01% 1304
2017
Q1 		$11K Sell
279
-429
-61% -$17.2K ﹤0.01% 1261
2016
Q4 		$27K Hold
708
– – ﹤0.01% 1244
2016
Q3 		$26K Buy
708
+429
+154% +$15.8K ﹤0.01% 1242
2016
Q2 		$9K Sell
279
-880
-76% -$26.1K ﹤0.01% 1253
2016
Q1 		$23K Hold
1,159
– – 0.01% 893
2015
Q4 		$32K Sell
1,159
-7
-0.6% -$210 0.01% 780
2015
Q3 		$37K Buy
1,166
+200
+21% +$8.37K 0.01% 744
2015
Q2 		$46K Hold
966
– – 0.02% 694
2015
Q1 		$47K Buy
966
+860
+811% +$41.9K 0.02% 688
2014
Q4 		$5K Sell
106
-1,273
-92% -$72K ﹤0.01% 1544
2014
Q3 		$83K Hold
1,379
– – 0.02% 724
2014
Q2 		$76K Buy
+1,379
New +$78.6K 0.04% 279

Other funds holding WPZ

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Next Financial Group's WPZ Position: Q4 2017 in Review

Next Financial Group sold out of Williams Partners L.P. (WPZ) in Q4 2017, closing a stake of 279 shares — an estimated $11K sold.

Next Financial Group first reported a position in WPZ in Q2 2014 and held it in 14 quarters. The position peaked at $83K in Q3 2014. 305 funds tracked by Wall St. Rank hold WPZ as of Q4 2017.

  • Next Financial Group reported no remaining Williams Partners L.P. position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 279 Williams Partners L.P. shares in Q4 2017, an estimated $11K.
  • Next Financial Group first reported a position in Williams Partners L.P. in Q2 2014 and held it in 14 quarters.
  • Next Financial Group's Williams Partners L.P. position peaked at $83K in Q3 2014.
  • 305 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.