NFC
WPZ

Northeast Financial Consultants’s Williams Partners L.P. WPZ Stock Holding History

Northeast Financial Consultants’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
2015
Q1 		– Sell
-10,186
Closed -$520K – 147
2014
Q4 		$520K Sell
10,186
-10,610
-51% -$600K 0.27% 76
2014
Q3 		$1.25M Buy
+20,796
New +$1.23M 0.68% 31

Other funds holding WPZ

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Northeast Financial Consultants's WPZ Position: Q1 2015 in Review

Northeast Financial Consultants sold out of Williams Partners L.P. (WPZ) in Q1 2015, closing a stake of 10,186 shares — an estimated $520K sold.

Northeast Financial Consultants first reported a position in WPZ in Q3 2014 and held it in 2 quarters. The position peaked at $1.25M in Q3 2014. 284 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • Northeast Financial Consultants reported no remaining Williams Partners L.P. position as of Q1 2015 after selling out during the quarter.
  • Northeast Financial Consultants sold 10,186 Williams Partners L.P. shares in Q1 2015, an estimated $520K.
  • Northeast Financial Consultants first reported a position in Williams Partners L.P. in Q3 2014 and held it in 2 quarters.
  • Northeast Financial Consultants's Williams Partners L.P. position peaked at $1.25M in Q3 2014.
  • 284 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2015.

Based on Northeast Financial Consultants's 13F filing for Q1 2015, filed 8 May 2015.