Pathstone Family Office’s Williams Partners L.P. WPZ Stock Holding History

Pathstone Family Office’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
2017 Q3	–	Sell	-3,250	Closed	-$130K	–	390
2017 Q2	$130K	Buy	+3,250	New	+$130K	0.05%	137
2013 Q4	–	Sell	-430	Closed	-$20K	–	377
2013 Q3	$20K	Hold	430	–	–	0.09%	128
2013 Q2	$19K	Buy	+430	New	+$17.5K	0.02%	196

Other funds holding WPZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

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

Pathstone Family Office's WPZ Position: Q3 2017 in Review

Pathstone Family Office sold out of Williams Partners L.P. (WPZ) in Q3 2017, closing a stake of 3,250 shares — an estimated $130K sold.

Pathstone Family Office first reported a position in WPZ in Q2 2013 and held it in 3 quarters. The position peaked at $130K in Q2 2017. 287 funds tracked by Wall St. Rank hold WPZ as of Q3 2017.

Pathstone Family Office reported no remaining Williams Partners L.P. position as of Q3 2017 after selling out during the quarter.
Pathstone Family Office sold 3,250 Williams Partners L.P. shares in Q3 2017, an estimated $130K.
Pathstone Family Office first reported a position in Williams Partners L.P. in Q2 2013 and held it in 3 quarters.
Pathstone Family Office's Williams Partners L.P. position peaked at $130K in Q2 2017.
287 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2017.

Based on Pathstone Family Office's 13F filing for Q3 2017, filed 14 Nov 2017.