SOAMC
WPZ

Spirit of America Management Corp’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Spirit of America Management 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
2015
Q1 		– Sell
-110,650
Closed -$4.67M – 364
2014
Q4 		$4.67M Buy
110,650
+8,679
+9% +$408K 1.19% 18
2014
Q3 		$5.09M Buy
101,971
+43,566
+75% +$2.17M 1.55% 7
2014
Q2 		$2.99M Hold
58,405
– – 1.19% 14
2014
Q1 		$2.8M Buy
58,405
+37,175
+175% +$1.75M 1.15% 15
2013
Q4 		$1.02M Sell
21,230
-58,384
-73% -$2.8M 0.8% 43
2013
Q3 		$3.97M Buy
79,614
+5,308
+7% +$254K 1.46% 9
2013
Q2 		$3.61M Buy
+74,306
New +$3.59M 1.3% 14

Other funds holding WPZ

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
SCM
Samson Capital Management Leawood, Kansas $53.2M AUM 2.55% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Spirit of America Management Corp's WPZ Position: Q1 2015 in Review

Spirit of America Management Corp sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 110,650 shares — an estimated $4.67M sold.

Spirit of America Management Corp first reported a position in WPZ in Q2 2013 and held it in 7 quarters. The position peaked at $5.09M in Q3 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • Spirit of America Management Corp reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
  • Spirit of America Management Corp sold 110,650 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $4.67M.
  • Spirit of America Management Corp first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 7 quarters.
  • Spirit of America Management Corp's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $5.09M in Q3 2014.
  • 43 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2015.

Based on Spirit of America Management Corp's 13F filing for Q1 2015, filed 20 Apr 2015.