PAG
WPZ

Private Advisor Group’s Williams Partners L.P. WPZ Stock Holding History

Private Advisor Group’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
2017
Q4 		– Sell
-6,454
Closed -$254K – 1479
2017
Q3 		$254K Buy
6,454
+889
+16% +$35.1K 0.01% 1227
2017
Q2 		$223K Buy
5,565
+67
+1% +$2.68K 0.01% 1212
2017
Q1 		$226K Buy
+5,498
New +$221K 0.01% 1215
2015
Q4 		– Sell
-7,980
Closed -$255K – 1168
2015
Q3 		$255K Sell
7,980
-633
-7% -$26.5K 0.01% 791
2015
Q2 		$417K Sell
8,613
-1,038
-11% -$53.8K 0.02% 661
2015
Q1 		$475K Buy
9,651
+3,583
+59% +$175K 0.03% 575
2014
Q4 		$310K Sell
6,068
-799
-12% -$45.2K 0.02% 708
2014
Q3 		$412K Buy
6,867
+1,504
+28% +$88.9K 0.03% 584
2014
Q2 		$321K Buy
5,363
+977
+22% +$55.7K 0.03% 634
2014
Q1 		$238K Sell
4,386
-7,404
-63% -$392K 0.03% 645
2013
Q4 		$629K Buy
+11,790
New +$577K 0.07% 333

Other funds holding WPZ

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Private Advisor Group's WPZ Position: Q4 2017 in Review

Private Advisor Group sold out of Williams Partners L.P. (WPZ) in Q4 2017, closing a stake of 6,454 shares — an estimated $254K sold.

Private Advisor Group first reported a position in WPZ in Q4 2013 and held it in 11 quarters. The position peaked at $629K in Q4 2013. 305 funds tracked by Wall St. Rank hold WPZ as of Q4 2017.

  • Private Advisor Group reported no remaining Williams Partners L.P. position as of Q4 2017 after selling out during the quarter.
  • Private Advisor Group sold 6,454 Williams Partners L.P. shares in Q4 2017, an estimated $254K.
  • Private Advisor Group first reported a position in Williams Partners L.P. in Q4 2013 and held it in 11 quarters.
  • Private Advisor Group's Williams Partners L.P. position peaked at $629K in Q4 2013.
  • 305 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2017.

Based on Private Advisor Group's 13F filing for Q4 2017, filed 7 Feb 2018.