Sheets Smith Wealth Management’s Williams Partners L.P. WPZ Stock Holding History

Sheets Smith Wealth Management’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	-4,599	Closed	-$276K	–	287
2014 Q3	$276K	Hold	4,599	–	–	0.08%	199
2014 Q2	$275K	Sell	4,599 -80	-2%	-$4.56K	0.07%	207
2014 Q1	$254K	Buy	4,679 +759	+19%	+$40.1K	0.07%	207
2013 Q4	$209K	Sell	3,920 -1,019	-21%	-$49.9K	0.06%	240
2013 Q3	$225K	Buy	+4,939	New	+$218K	0.07%	217

Other funds holding WPZ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sheets Smith Wealth Management's WPZ Position: Q4 2014 in Review

Sheets Smith Wealth Management sold out of Williams Partners L.P. (WPZ) in Q4 2014, closing a stake of 4,599 shares — an estimated $276K sold.

Sheets Smith Wealth Management first reported a position in WPZ in Q3 2013 and held it in 5 quarters. The position peaked at $276K in Q3 2014. 184 funds tracked by Wall St. Rank hold WPZ as of Q4 2014.

Sheets Smith Wealth Management reported no remaining Williams Partners L.P. position as of Q4 2014 after selling out during the quarter.
Sheets Smith Wealth Management sold 4,599 Williams Partners L.P. shares in Q4 2014, an estimated $276K.
Sheets Smith Wealth Management first reported a position in Williams Partners L.P. in Q3 2013 and held it in 5 quarters.
Sheets Smith Wealth Management's Williams Partners L.P. position peaked at $276K in Q3 2014.
184 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2014, filed 20 Feb 2015.