SPC
WPZ

Sigma Planning Corp’s Williams Partners L.P. WPZ Stock Holding History

Sigma Planning Corp’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
2017
Q1 		– Sell
-9,138
Closed -$348K – 839
2016
Q4 		$348K Buy
9,138
+400
+5% +$14.4K 0.04% 483
2016
Q3 		$325K Sell
8,738
-1,805
-17% -$66.4K 0.04% 489
2016
Q2 		$365K Sell
10,543
-286
-3% -$8.47K 0.05% 418
2016
Q1 		$221K Sell
10,829
-329
-3% -$6.45K 0.03% 567
2015
Q4 		$311K Sell
11,158
-1,869
-14% -$56.1K 0.04% 439
2015
Q3 		$416K Sell
13,027
-481
-4% -$20.1K 0.07% 349
2015
Q2 		$654K Sell
13,508
-484
-3% -$25.1K 0.09% 262
2015
Q1 		$689K Buy
+13,992
New +$682K 0.09% 268

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
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
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sigma Planning Corp's WPZ Position: Q1 2017 in Review

Sigma Planning Corp sold out of Williams Partners L.P. (WPZ) in Q1 2017, closing a stake of 9,138 shares — an estimated $348K sold.

Sigma Planning Corp first reported a position in WPZ in Q1 2015 and held it in 8 quarters. The position peaked at $689K in Q1 2015. 288 funds tracked by Wall St. Rank hold WPZ as of Q1 2017.

  • Sigma Planning Corp reported no remaining Williams Partners L.P. position as of Q1 2017 after selling out during the quarter.
  • Sigma Planning Corp sold 9,138 Williams Partners L.P. shares in Q1 2017, an estimated $348K.
  • Sigma Planning Corp first reported a position in Williams Partners L.P. in Q1 2015 and held it in 8 quarters.
  • Sigma Planning Corp's Williams Partners L.P. position peaked at $689K in Q1 2015.
  • 288 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2017.

Based on Sigma Planning Corp's 13F filing for Q1 2017, filed 24 Apr 2017.