SIA
WPZ

SeaBridge Investment Advisors’s Williams Partners L.P. WPZ Stock Holding History

SeaBridge Investment Advisors’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
Q1 		– Sell
-12,016
Closed -$614K – 244
2014
Q4 		$614K Hold
12,016
– – 0.13% 115
2014
Q3 		$721K Hold
12,016
– – 0.17% 103
2014
Q2 		$720K Buy
12,016
+796
+7% +$45.4K 0.15% 105
2014
Q1 		$609K Hold
11,220
– – 0.14% 100
2013
Q4 		$598K Buy
11,220
+4,705
+72% +$230K 0.13% 105
2013
Q3 		$297K Buy
+6,515
New +$288K 0.07% 128

Other funds holding WPZ

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

SeaBridge Investment Advisors's WPZ Position: Q1 2015 in Review

SeaBridge Investment Advisors sold out of Williams Partners L.P. (WPZ) in Q1 2015, closing a stake of 12,016 shares — an estimated $614K sold.

SeaBridge Investment Advisors first reported a position in WPZ in Q3 2013 and held it in 6 quarters. The position peaked at $721K in Q3 2014. 284 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • SeaBridge Investment Advisors reported no remaining Williams Partners L.P. position as of Q1 2015 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 12,016 Williams Partners L.P. shares in Q1 2015, an estimated $614K.
  • SeaBridge Investment Advisors first reported a position in Williams Partners L.P. in Q3 2013 and held it in 6 quarters.
  • SeaBridge Investment Advisors's Williams Partners L.P. position peaked at $721K in Q3 2014.
  • 284 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2015.

Based on SeaBridge Investment Advisors's 13F filing for Q1 2015, filed 5 May 2015.