Rockefeller Financial Services’s Williams Partners L.P. WPZ Stock Holding History

Rockefeller Financial Services’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	$140K	Sell	3,615 -500	-12%	-$18.8K	﹤0.01%	366
2017 Q3	$160K	Sell	4,115 -1,212	-23%	-$47.9K	﹤0.01%	354
2017 Q2	$214K	Sell	5,327 -202	-4%	-$8.09K	﹤0.01%	291
2017 Q1	$226K	Hold	5,529	–	–	﹤0.01%	300
2016 Q4	$211K	Hold	5,529	–	–	﹤0.01%	325
2016 Q3	$206K	Hold	5,529	–	–	﹤0.01%	304
2016 Q2	$191K	Hold	5,529	–	–	﹤0.01%	320
2016 Q1	$113K	Hold	5,529	–	–	﹤0.01%	365
2015 Q4	$154K	Sell	5,529 -3,861	-41%	-$116K	﹤0.01%	357
2015 Q3	$299K	Hold	9,390	–	–	0.01%	294
2015 Q2	$455K	Hold	9,390	–	–	0.01%	246
2015 Q1	$463K	Buy	9,390 +4,775	+103%	+$233K	0.01%	253
2014 Q4	$236K	Hold	4,615	–	–	0.01%	294
2014 Q3	$277K	Hold	4,615	–	–	0.01%	299
2014 Q2	$276K	Hold	4,615	–	–	0.01%	314
2014 Q1	$250K	Hold	4,615	–	–	0.01%	321
2013 Q4	$246K	Hold	4,615	–	–	0.01%	328
2013 Q3	$210K	Hold	4,615	–	–	﹤0.01%	332
2013 Q2	$207K	Buy	+4,615	New	+$187K	0.01%	326

Other funds holding WPZ

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Rockefeller Financial Services's WPZ Position: Q4 2017 in Review

Rockefeller Financial Services reduced its Williams Partners L.P. (WPZ) stake by 12% in Q4 2017, selling an estimated $18.8K and leaving 3,615 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Rockefeller Financial Services first reported a position in WPZ in Q2 2013 and has held it in 19 quarters since. The position peaked at $463K in Q1 2015. 305 funds tracked by Wall St. Rank hold WPZ as of Q4 2017.

Rockefeller Financial Services held 3,615 shares of Williams Partners L.P. worth $140K as of Q4 2017.
Rockefeller Financial Services sold 500 Williams Partners L.P. shares in Q4 2017, an estimated $18.8K.
Williams Partners L.P. made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #366 holding.
Rockefeller Financial Services first reported a position in Williams Partners L.P. in Q2 2013 and has held it in 19 quarters since.
Rockefeller Financial Services's Williams Partners L.P. position peaked at $463K in Q1 2015.
305 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.