PMFA
WPZ

Plante Moran Financial Advisors’s Williams Partners L.P. WPZ Stock Holding History

Plante Moran Financial Advisors’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
-106
Closed -$6K – 913
2014
Q2 		$6K Hold
106
– – 0.01% 656
2014
Q1 		$6K Buy
+106
New +$5.61K 0.01% 458

Other funds holding WPZ

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Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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 $1B AUM 50.12% 1-Year Est. Return

Plante Moran Financial Advisors's WPZ Position: Q3 2014 in Review

Plante Moran Financial Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2014, closing a stake of 106 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in WPZ in Q1 2014 and held it in 2 quarters. The position peaked at $6K in Q2 2014. 192 funds tracked by Wall St. Rank hold WPZ as of Q3 2014.

  • Plante Moran Financial Advisors reported no remaining Williams Partners L.P. position as of Q3 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 106 Williams Partners L.P. shares in Q3 2014, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in Williams Partners L.P. in Q1 2014 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Williams Partners L.P. position peaked at $6K in Q2 2014.
  • 192 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2014, filed 23 Oct 2014.