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 21.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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