SFA
WPZ

Sequoia Financial Advisors’s Williams Partners L.P. WPZ Stock Holding History

Sequoia Financial 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
2014
Q2 		– Sell
-12,505
Closed -$678K – 183
2014
Q1 		$678K Sell
12,505
-2,729
-18% -$144K 0.56% 44
2013
Q4 		$812K Buy
+15,234
New +$745K 0.67% 34

Other funds holding WPZ

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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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Sequoia Financial Advisors's WPZ Position: Q2 2014 in Review

Sequoia Financial Advisors sold out of Williams Partners L.P. (WPZ) in Q2 2014, closing a stake of 12,505 shares — an estimated $678K sold.

Sequoia Financial Advisors first reported a position in WPZ in Q4 2013 and held it in 2 quarters. The position peaked at $812K in Q4 2013. 190 funds tracked by Wall St. Rank hold WPZ as of Q2 2014.

  • Sequoia Financial Advisors reported no remaining Williams Partners L.P. position as of Q2 2014 after selling out during the quarter.
  • Sequoia Financial Advisors sold 12,505 Williams Partners L.P. shares in Q2 2014, an estimated $678K.
  • Sequoia Financial Advisors first reported a position in Williams Partners L.P. in Q4 2013 and held it in 2 quarters.
  • Sequoia Financial Advisors's Williams Partners L.P. position peaked at $812K in Q4 2013.
  • 190 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2014.

Based on Sequoia Financial Advisors's 13F filing for Q2 2014, filed 5 Aug 2014.