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WPZ

Robert Torray’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Robert Torray’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
2013
Q4 		– Sell
-9,023
Closed -$449K – 77
2013
Q3 		$449K Hold
9,023
– – 0.1% 62
2013
Q2 		$439K Buy
+9,023
New +$435K 0.1% 64

Other funds holding WPZ

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

Robert Torray's WPZ Position: Q4 2013 in Review

Robert Torray sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q4 2013, closing a stake of 9,023 shares — an estimated $449K sold.

Robert Torray first reported a position in WPZ in Q2 2013 and held it in 2 quarters. The position peaked at $449K in Q3 2013. 289 funds tracked by Wall St. Rank hold WPZ as of Q4 2013.

  • Robert Torray reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q4 2013 after selling out during the quarter.
  • Robert Torray sold 9,023 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q4 2013, an estimated $449K.
  • Robert Torray first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 2 quarters.
  • Robert Torray's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $449K in Q3 2013.
  • 289 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q4 2013.

Based on Torray Investment Partners's 13F filing for Q4 2013, filed 18 Feb 2014.