NEI
WPZ

Northwest & Ethical Investments’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT 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
Q1 		– Sell
-84,973
Closed -$3.58M – 237
2014
Q4 		$3.58M Sell
84,973
-8,909
-9% -$419K 0.24% 105
2014
Q3 		$4.69M Buy
93,882
+1,212
+1% +$60.3K 0.31% 78
2014
Q2 		$4.74M Buy
92,670
+10,922
+13% +$540K 0.29% 82
2014
Q1 		$3.92M Buy
81,748
+19,092
+30% +$898K 0.26% 95
2013
Q4 		$3M Buy
62,656
+11,687
+23% +$561K 0.2% 115
2013
Q3 		$2.54M Buy
50,969
+13,121
+35% +$628K 0.18% 126
2013
Q2 		$1.84M Buy
+37,848
New +$1.83M 0.14% 139

Other funds holding WPZ

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
SCM
Samson Capital Management Leawood, Kansas $53.2M AUM 2.55% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Northwest & Ethical Investments's WPZ Position: Q1 2015 in Review

Northwest & Ethical Investments sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 84,973 shares — an estimated $3.58M sold.

Northwest & Ethical Investments first reported a position in WPZ in Q2 2013 and held it in 7 quarters. The position peaked at $4.74M in Q2 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • Northwest & Ethical Investments reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
  • Northwest & Ethical Investments sold 84,973 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $3.58M.
  • Northwest & Ethical Investments first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 7 quarters.
  • Northwest & Ethical Investments's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $4.74M in Q2 2014.
  • 43 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2015.

Based on Northwest & Ethical Investments's 13F filing for Q1 2015, filed 8 Jul 2025.