Novare Capital Management’s Williams Partners L.P. WPZ Stock Holding History

Novare Capital Management’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
2014 Q4	–	Sell	-3,607	Closed	-$216K	–	124
2014 Q3	$216K	Hold	3,607	–	–	0.05%	118
2014 Q2	$216K	Buy	+3,607	New	+$206K	0.05%	119

Other funds holding WPZ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Novare Capital Management's WPZ Position: Q4 2014 in Review

Novare Capital Management sold out of Williams Partners L.P. (WPZ) in Q4 2014, closing a stake of 3,607 shares — an estimated $216K sold.

Novare Capital Management first reported a position in WPZ in Q2 2014 and held it in 2 quarters. The position peaked at $216K in Q3 2014. 184 funds tracked by Wall St. Rank hold WPZ as of Q4 2014.

Novare Capital Management reported no remaining Williams Partners L.P. position as of Q4 2014 after selling out during the quarter.
Novare Capital Management sold 3,607 Williams Partners L.P. shares in Q4 2014, an estimated $216K.
Novare Capital Management first reported a position in Williams Partners L.P. in Q2 2014 and held it in 2 quarters.
Novare Capital Management's Williams Partners L.P. position peaked at $216K in Q3 2014.
184 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2014.

Based on Novare Capital Management's 13F filing for Q4 2014, filed 9 Feb 2015.