PS
WPZ

Portfolio Strategies’s Williams Partners L.P. WPZ Stock Holding History

Portfolio Strategies’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
2018
Q2 		– Sell
-335
Closed -$12K – 277
2018
Q1 		$12K Hold
335
– – 0.01% 149
2017
Q4 		$13K Buy
+335
New +$12.6K 0.01% 151

Other funds holding WPZ

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Portfolio Strategies's WPZ Position: Q2 2018 in Review

Portfolio Strategies sold out of Williams Partners L.P. (WPZ) in Q2 2018, closing a stake of 335 shares — an estimated $12K sold.

Portfolio Strategies first reported a position in WPZ in Q4 2017 and held it in 2 quarters. The position peaked at $13K in Q4 2017. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2018.

  • Portfolio Strategies reported no remaining Williams Partners L.P. position as of Q2 2018 after selling out during the quarter.
  • Portfolio Strategies sold 335 Williams Partners L.P. shares in Q2 2018, an estimated $12K.
  • Portfolio Strategies first reported a position in Williams Partners L.P. in Q4 2017 and held it in 2 quarters.
  • Portfolio Strategies's Williams Partners L.P. position peaked at $13K in Q4 2017.
  • 309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2018.

Based on Portfolio Strategies's 13F filing for Q2 2018, filed 25 Sep 2018.