NEI
WPZ

Northwest & Ethical Investments’s Williams Partners L.P. WPZ Stock Holding History

Northwest & Ethical Investments’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
Q2 		– Sell
-62,052
Closed -$3.05M – 239
2015
Q1 		$3.05M Buy
+62,052
New +$3.03M 0.21% 126

Other funds holding WPZ

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KACA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Northwest & Ethical Investments's WPZ Position: Q2 2015 in Review

Northwest & Ethical Investments sold out of Williams Partners L.P. (WPZ) in Q2 2015, closing a stake of 62,052 shares — an estimated $3.05M sold.

Northwest & Ethical Investments first reported a position in WPZ in Q1 2015 and held it in 1 quarter. The position peaked at $3.05M in Q1 2015. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2015.

  • Northwest & Ethical Investments reported no remaining Williams Partners L.P. position as of Q2 2015 after selling out during the quarter.
  • Northwest & Ethical Investments sold 62,052 Williams Partners L.P. shares in Q2 2015, an estimated $3.05M.
  • Northwest & Ethical Investments first reported a position in Williams Partners L.P. in Q1 2015 and held it in 1 quarter.
  • Northwest & Ethical Investments's Williams Partners L.P. position peaked at $3.05M in Q1 2015.
  • 309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2015.

Based on Northwest & Ethical Investments's 13F filing for Q2 2015, filed 8 Jul 2025.