SNC
WPZ

Stifel Nicolaus & Co’s Williams Partners L.P. WPZ Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$217K Sell
4,775
-2,938
-38% -$130K ﹤0.01% 1325
2013
Q2 		$347K Buy
+7,713
New +$313K 0.01% 1013

Other funds holding WPZ

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Stifel Nicolaus & Co's WPZ Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Williams Partners L.P. (WPZ) stake by 38% in Q3 2013, selling an estimated $130K and leaving 4,775 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Stifel Nicolaus & Co first reported a position in WPZ in Q2 2013 and has held it in 2 quarters since. The position peaked at $347K in Q2 2013. 161 funds tracked by Wall St. Rank hold WPZ as of Q3 2013.

  • Stifel Nicolaus & Co held 4,775 shares of Williams Partners L.P. worth $217K as of Q3 2013.
  • Stifel Nicolaus & Co sold 2,938 Williams Partners L.P. shares in Q3 2013, an estimated $130K.
  • Williams Partners L.P. made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1325 holding.
  • Stifel Nicolaus & Co first reported a position in Williams Partners L.P. in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Williams Partners L.P. position peaked at $347K in Q2 2013.
  • 161 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.