OCU
WPZ

ORIX Corporation USA’s Williams Partners L.P. WPZ Stock Holding History

ORIX Corporation USA’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
2018
Q2 		– Sell
-6,814
Closed -$235K – 12
2018
Q1 		$235K Buy
+6,814
New +$266K 0.41% 12

Other funds holding WPZ

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ORIX Corporation USA's WPZ Position: Q2 2018 in Review

ORIX Corporation USA sold out of Williams Partners L.P. (WPZ) in Q2 2018, closing a stake of 6,814 shares — an estimated $235K sold.

ORIX Corporation USA first reported a position in WPZ in Q1 2018 and held it in 1 quarter. The position peaked at $235K in Q1 2018. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2018.

  • ORIX Corporation USA reported no remaining Williams Partners L.P. position as of Q2 2018 after selling out during the quarter.
  • ORIX Corporation USA sold 6,814 Williams Partners L.P. shares in Q2 2018, an estimated $235K.
  • ORIX Corporation USA first reported a position in Williams Partners L.P. in Q1 2018 and held it in 1 quarter.
  • ORIX Corporation USA's Williams Partners L.P. position peaked at $235K in Q1 2018.
  • 309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2018.

Based on ORIX Corporation USA's 13F filing for Q2 2018, filed 6 Aug 2018.