OCM
WPZ

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

Oaktree 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
2015
Q2 		– Sell
-101,695
Closed -$5M – 180
2015
Q1 		$5M Buy
+101,695
New +$4.96M 0.05% 148

Other funds holding WPZ

O
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KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
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 21.71% 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

Oaktree Capital Management's WPZ Position: Q2 2015 in Review

Oaktree Capital Management sold out of Williams Partners L.P. (WPZ) in Q2 2015, closing a stake of 101,695 shares — an estimated $5M sold.

Oaktree Capital Management first reported a position in WPZ in Q1 2015 and held it in 1 quarter. The position peaked at $5M in Q1 2015. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2015.

  • Oaktree Capital Management reported no remaining Williams Partners L.P. position as of Q2 2015 after selling out during the quarter.
  • Oaktree Capital Management sold 101,695 Williams Partners L.P. shares in Q2 2015, an estimated $5M.
  • Oaktree Capital Management first reported a position in Williams Partners L.P. in Q1 2015 and held it in 1 quarter.
  • Oaktree Capital Management's Williams Partners L.P. position peaked at $5M in Q1 2015.
  • 309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2015.

Based on Oaktree Capital Management's 13F filing for Q2 2015, filed 13 Aug 2015.