OIA
WPZ

Optimum Investment Advisors’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Optimum Investment Advisors’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
-1,698
Closed -$72K – 1041
2014
Q4 		$72K Hold
1,698
– – 0.02% 428
2014
Q3 		$82K Hold
1,698
– – 0.03% 379
2014
Q2 		$87K Sell
1,698
-425
-20% -$21K 0.03% 369
2014
Q1 		$102K Buy
2,123
+531
+33% +$25K 0.04% 297
2013
Q4 		$76K Hold
1,592
– – 0.03% 337
2013
Q3 		$79K Buy
+1,592
New +$76.2K 0.03% 306

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 $4.48B AUM 19.29% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Optimum Investment Advisors's WPZ Position: Q1 2015 in Review

Optimum Investment Advisors sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 1,698 shares — an estimated $72K sold.

Optimum Investment Advisors first reported a position in WPZ in Q3 2013 and held it in 6 quarters. The position peaked at $102K in Q1 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • Optimum Investment Advisors reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,698 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $72K.
  • Optimum Investment Advisors first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q3 2013 and held it in 6 quarters.
  • Optimum Investment Advisors's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $102K in Q1 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 Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.