PI
WPZ

Placemark Investments’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Placemark 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
2014
Q4 		$435K Buy
10,335
+2,322
+29% +$109K 0.01% 1239
2014
Q3 		$400K Buy
8,013
+713
+10% +$35.5K 0.01% 1261
2014
Q2 		$374K Buy
7,300
+2,634
+56% +$130K 0.01% 1300
2014
Q1 		$223K Buy
+4,666
New +$219K ﹤0.01% 1471

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

Placemark Investments's WPZ Position: Q4 2014 in Review

Placemark Investments increased its WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) stake by 29% in Q4 2014, buying an estimated $109K and bringing the position to 10,335 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #1239.

Placemark Investments first reported a position in WPZ in Q1 2014 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold WPZ as of Q4 2014.

  • Placemark Investments held 10,335 shares of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT worth $435K as of Q4 2014.
  • Placemark Investments bought 2,322 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q4 2014, an estimated $109K.
  • WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1239 holding.
  • Placemark Investments first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q1 2014 and has held it in 4 quarters since.
  • 294 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.