RIA
WPZ

Regal Investment Advisors’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Regal Investment 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
Q4 		– Sell
-425
Closed -$21K – 1085
2014
Q3 		$21K Hold
425
– – 0.01% 551
2014
Q2 		$22K Hold
425
– – 0.01% 532
2014
Q1 		$20K Hold
425
– – 0.01% 515
2013
Q4 		$20K Hold
425
– – 0.01% 457
2013
Q3 		$21K Hold
425
– – 0.01% 471
2013
Q2 		$21K Buy
+425
New +$20.5K 0.01% 458

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 23.41% 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 $3.77B AUM 23.82% 1-Year Est. Return

Regal Investment Advisors's WPZ Position: Q4 2014 in Review

Regal Investment Advisors sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q4 2014, closing a stake of 425 shares — an estimated $21K sold.

Regal Investment Advisors first reported a position in WPZ in Q2 2013 and held it in 6 quarters. The position peaked at $22K in Q2 2014. 294 funds tracked by Wall St. Rank hold WPZ as of Q4 2014.

  • Regal Investment Advisors reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 425 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q4 2014, an estimated $21K.
  • Regal Investment Advisors first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $22K in Q2 2014.
  • 294 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.