SSWM
WPZ

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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
JP Morgan Chase
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.