RBC
WPZ

Roble Belko & Company’s Williams Partners L.P. WPZ Stock Holding History

Roble Belko & Company’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
2015
Q3 		– Sell
-191
Closed -$9K – 245
2015
Q2 		$9K Buy
+191
New +$9.91K 0.01% 158

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Roble Belko & Company's WPZ Position: Q3 2015 in Review

Roble Belko & Company sold out of Williams Partners L.P. (WPZ) in Q3 2015, closing a stake of 191 shares — an estimated $9K sold.

Roble Belko & Company first reported a position in WPZ in Q2 2015 and held it in 1 quarter. The position peaked at $9K in Q2 2015. 299 funds tracked by Wall St. Rank hold WPZ as of Q3 2015.

  • Roble Belko & Company reported no remaining Williams Partners L.P. position as of Q3 2015 after selling out during the quarter.
  • Roble Belko & Company sold 191 Williams Partners L.P. shares in Q3 2015, an estimated $9K.
  • Roble Belko & Company first reported a position in Williams Partners L.P. in Q2 2015 and held it in 1 quarter.
  • Roble Belko & Company's Williams Partners L.P. position peaked at $9K in Q2 2015.
  • 299 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2015.

Based on Roble Belko & Company's 13F filing for Q3 2015, filed 12 Nov 2015.