OWP
WPZ

Obermeyer Wealth Partners’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-2,295
Closed -$112K – 368
2013
Q2 		$112K Buy
+2,295
New +$111K 0.03% 78

Other funds holding WPZ

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Obermeyer Wealth Partners's WPZ Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q3 2013, closing a stake of 2,295 shares — an estimated $112K sold.

Obermeyer Wealth Partners first reported a position in WPZ in Q2 2013 and held it in 1 quarter. The position peaked at $112K in Q2 2013. 271 funds tracked by Wall St. Rank hold WPZ as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 2,295 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q3 2013, an estimated $112K.
  • Obermeyer Wealth Partners first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $112K in Q2 2013.
  • 271 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.