Saturna Capital’s Williams Partners L.P. WPZ Stock Holding History

Saturna Capital’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
2016 Q1	–	Sell	-37	Closed	-$1K	–	343
2015 Q4	$1K	Sell	37 -1,911	-98%	-$57.4K	﹤0.01%	376
2015 Q3	$62K	Buy	+1,948	New	+$81.5K	﹤0.01%	268
2015 Q2	–	Sell	-2,814	Closed	-$139K	–	372
2015 Q1	$139K	Buy	+2,814	New	+$137K	﹤0.01%	219

Other funds holding WPZ

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 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

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Saturna Capital's WPZ Position: Q1 2016 in Review

Saturna Capital sold out of Williams Partners L.P. (WPZ) in Q1 2016, closing a stake of 37 shares — an estimated $1K sold.

Saturna Capital first reported a position in WPZ in Q1 2015 and held it in 3 quarters. The position peaked at $139K in Q1 2015. 221 funds tracked by Wall St. Rank hold WPZ as of Q1 2016.

Saturna Capital reported no remaining Williams Partners L.P. position as of Q1 2016 after selling out during the quarter.
Saturna Capital sold 37 Williams Partners L.P. shares in Q1 2016, an estimated $1K.
Saturna Capital first reported a position in Williams Partners L.P. in Q1 2015 and held it in 3 quarters.
Saturna Capital's Williams Partners L.P. position peaked at $139K in Q1 2015.
221 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2016.

Based on Saturna Capital's 13F filing for Q1 2016, filed 13 May 2016.