PSI
WPZ

Pinnacle Summer Investments’s Williams Partners L.P. WPZ Stock Holding History

Pinnacle Summer Investments’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
Q4 		$55K Buy
1,967
+40
+2% +$1.2K 0.01% 335
2015
Q3 		$64K Buy
1,927
+1,321
+218% +$55.3K 0.01% 449
2015
Q2 		$29K Sell
606
-2,863
-83% -$148K 0.01% 383
2015
Q1 		$170K Buy
+3,469
New +$169K 0.02% 330

Other funds holding WPZ

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
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Pinnacle Summer Investments's WPZ Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Williams Partners L.P. (WPZ) stake by 2.1% in Q4 2015, buying an estimated $1.2K and bringing the position to 1,967 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #335.

Pinnacle Summer Investments first reported a position in WPZ in Q1 2015 and has held it in 4 quarters since. The position peaked at $170K in Q1 2015. 265 funds tracked by Wall St. Rank hold WPZ as of Q4 2015.

  • Pinnacle Summer Investments held 1,967 shares of Williams Partners L.P. worth $55K as of Q4 2015.
  • Pinnacle Summer Investments bought 40 Williams Partners L.P. shares in Q4 2015, an estimated $1.2K.
  • Williams Partners L.P. made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #335 holding.
  • Pinnacle Summer Investments first reported a position in Williams Partners L.P. in Q1 2015 and has held it in 4 quarters since.
  • Pinnacle Summer Investments's Williams Partners L.P. position peaked at $170K in Q1 2015.
  • 265 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.