PFO
WPZ

Pathstone Family Office’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT 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
2014
Q4 		– Sell
-205
Closed -$10K – 339
2014
Q3 		$10K Buy
+205
New +$10.2K 0.03% 221
2013
Q4 		– Sell
-281
Closed -$14K – 400
2013
Q3 		$14K Hold
281
– – 0.06% 161
2013
Q2 		$14K Buy
+281
New +$13.6K 0.02% 220

Other funds holding WPZ

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Pathstone Family Office's WPZ Position: Q4 2014 in Review

Pathstone Family Office sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q4 2014, closing a stake of 205 shares — an estimated $10K sold.

Pathstone Family Office first reported a position in WPZ in Q2 2013 and held it in 3 quarters. The position peaked at $14K in Q3 2013. 294 funds tracked by Wall St. Rank hold WPZ as of Q4 2014.

  • Pathstone Family Office reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q4 2014 after selling out during the quarter.
  • Pathstone Family Office sold 205 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q4 2014, an estimated $10K.
  • Pathstone Family Office first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 3 quarters.
  • Pathstone Family Office's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $14K in Q3 2013.
  • 294 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q4 2014.

Based on Pathstone Family Office's 13F filing for Q4 2014, filed 6 Feb 2015.