SVB Wealth’s Williams Partners L.P. WPZ Stock Holding History

SVB Wealth’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
2016 Q1	–	Sell	-17,322	Closed	-$482K	–	564
2015 Q4	$482K	Buy	17,322 +3,379	+24%	+$101K	0.02%	378
2015 Q3	$445K	Buy	+13,943	New	+$583K	0.02%	428

Other funds holding WPZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

SVB Wealth's WPZ Position: Q1 2016 in Review

SVB Wealth sold out of Williams Partners L.P. (WPZ) in Q1 2016, closing a stake of 17,322 shares — an estimated $482K sold.

SVB Wealth first reported a position in WPZ in Q3 2015 and held it in 2 quarters. The position peaked at $482K in Q4 2015. 221 funds tracked by Wall St. Rank hold WPZ as of Q1 2016.

SVB Wealth reported no remaining Williams Partners L.P. position as of Q1 2016 after selling out during the quarter.
SVB Wealth sold 17,322 Williams Partners L.P. shares in Q1 2016, an estimated $482K.
SVB Wealth first reported a position in Williams Partners L.P. in Q3 2015 and held it in 2 quarters.
SVB Wealth's Williams Partners L.P. position peaked at $482K in Q4 2015.
221 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2016.

Based on SVB Wealth's 13F filing for Q1 2016, filed 13 May 2016.