STC
WPZ

SEI Trust Company’s Williams Partners L.P. WPZ Stock Holding History

SEI Trust 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
2014
Q3 		$216K Buy
3,595
+259
+8% +$15.3K ﹤0.01% 1295
2014
Q2 		$200K Sell
3,336
-49
-1% -$2.79K ﹤0.01% 1294
2014
Q1 		$184K Buy
3,385
+2,093
+162% +$111K ﹤0.01% 1298
2013
Q4 		$69K Buy
+1,292
New +$63.2K ﹤0.01% 1561

Other funds holding WPZ

Goldman Sachs
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

SEI Trust Company's WPZ Position: Q3 2014 in Review

SEI Trust Company increased its Williams Partners L.P. (WPZ) stake by 7.8% in Q3 2014, buying an estimated $15.3K and bringing the position to 3,595 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

SEI Trust Company first reported a position in WPZ in Q4 2013 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold WPZ as of Q3 2014.

  • SEI Trust Company held 3,595 shares of Williams Partners L.P. worth $216K as of Q3 2014.
  • SEI Trust Company bought 259 Williams Partners L.P. shares in Q3 2014, an estimated $15.3K.
  • Williams Partners L.P. made up ﹤0.01% of SEI Trust Company's portfolio in Q3 2014, its #1295 holding.
  • SEI Trust Company first reported a position in Williams Partners L.P. in Q4 2013 and has held it in 4 quarters since.
  • 192 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2014.

Based on SEI Trust Company's 13F filing for Q3 2014, filed 28 Oct 2014.