San Francisco Sentry Investment Group’s Williams Partners L.P. WPZ Stock Holding History

San Francisco Sentry Investment Group’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	-159	Closed	-$10K	–	570
2014 Q3	$10K	Hold	159	–	–	0.01%	483
2014 Q2	$10K	Hold	159	–	–	﹤0.01%	492
2014 Q1	$9K	Hold	159	–	–	﹤0.01%	543
2013 Q4	$8K	Hold	159	–	–	﹤0.01%	533
2013 Q3	$7K	Hold	159	–	–	﹤0.01%	533
2013 Q2	$7K	Buy	+159	New	+$6.46K	﹤0.01%	527

Other funds holding WPZ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

San Francisco Sentry Investment Group's WPZ Position: Q4 2014 in Review

San Francisco Sentry Investment Group sold out of Williams Partners L.P. (WPZ) in Q4 2014, closing a stake of 159 shares — an estimated $10K sold.

San Francisco Sentry Investment Group first reported a position in WPZ in Q2 2013 and held it in 6 quarters. The position peaked at $10K in Q3 2014. 184 funds tracked by Wall St. Rank hold WPZ as of Q4 2014.

San Francisco Sentry Investment Group reported no remaining Williams Partners L.P. position as of Q4 2014 after selling out during the quarter.
San Francisco Sentry Investment Group sold 159 Williams Partners L.P. shares in Q4 2014, an estimated $10K.
San Francisco Sentry Investment Group first reported a position in Williams Partners L.P. in Q2 2013 and held it in 6 quarters.
San Francisco Sentry Investment Group's Williams Partners L.P. position peaked at $10K in Q3 2014.
184 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2014.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2014, filed 18 Feb 2015.