Partnervest Advisory Services’s Williams Partners L.P. WPZ Stock Holding History

Partnervest Advisory Services’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 Q3	–	Sell	-64	Closed	-$4K	–	999
2014 Q2	$4K	Hold	64	–	–	﹤0.01%	916
2014 Q1	$3K	Hold	64	–	–	﹤0.01%	928
2013 Q4	$3K	Hold	64	–	–	﹤0.01%	907
2013 Q3	$3K	Sell	64 -42	-40%	-$1.86K	﹤0.01%	923
2013 Q2	$5K	Buy	+106	New	+$4.31K	﹤0.01%	754

Other funds holding WPZ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Partnervest Advisory Services's WPZ Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Williams Partners L.P. (WPZ) in Q3 2014, closing a stake of 64 shares — an estimated $4K sold.

Partnervest Advisory Services first reported a position in WPZ in Q2 2013 and held it in 5 quarters. The position peaked at $5K in Q2 2013. 192 funds tracked by Wall St. Rank hold WPZ as of Q3 2014.

Partnervest Advisory Services reported no remaining Williams Partners L.P. position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 64 Williams Partners L.P. shares in Q3 2014, an estimated $4K.
Partnervest Advisory Services first reported a position in Williams Partners L.P. in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Williams Partners L.P. position peaked at $5K in Q2 2013.
192 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.