RNS
WPZ

Robert N. Shapiro’s Williams Partners L.P. WPZ Stock Holding History

Robert N. Shapiro’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 		$127K Sell
2,485
-858
-26% -$48.5K 0.03% 321
2014
Q3 		$201K Sell
3,343
-885
-21% -$52.3K 0.04% 271
2014
Q2 		$254K Sell
4,228
-1,353
-24% -$77.1K 0.05% 242
2014
Q1 		$302K Sell
5,581
-201
-3% -$10.6K 0.06% 224
2013
Q4 		$308K Hold
5,782
– – 0.06% 222
2013
Q3 		$264K Sell
5,782
-743
-11% -$32.9K 0.05% 235
2013
Q2 		$293K Buy
+6,525
New +$265K 0.06% 219

Other funds holding WPZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Robert N. Shapiro's WPZ Position: Q4 2014 in Review

Robert N. Shapiro reduced its Williams Partners L.P. (WPZ) stake by 26% in Q4 2014, selling an estimated $48.5K and leaving 2,485 shares worth $127K. The position accounts for 0.03% of the portfolio, ranked #321.

Robert N. Shapiro first reported a position in WPZ in Q2 2013 and has held it in 7 quarters since. The position peaked at $308K in Q4 2013. 184 funds tracked by Wall St. Rank hold WPZ as of Q4 2014.

  • Robert N. Shapiro held 2,485 shares of Williams Partners L.P. worth $127K as of Q4 2014.
  • Robert N. Shapiro sold 858 Williams Partners L.P. shares in Q4 2014, an estimated $48.5K.
  • Williams Partners L.P. made up 0.03% of Robert N. Shapiro's portfolio in Q4 2014, its #321 holding.
  • Robert N. Shapiro first reported a position in Williams Partners L.P. in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Williams Partners L.P. position peaked at $308K in Q4 2013.
  • 184 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.