Swift Run Capital Management’s Williams Partners L.P. WPZ Stock Holding History

Swift Run Capital 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
2018 Q2	–	Sell	-50,000	Closed	-$1.72M	–	51
2018 Q1	$1.72M	Hold	50,000	–	–	1.23%	19
2017 Q4	$1.94M	Hold	50,000	–	–	1.2%	21
2017 Q3	$1.95M	Hold	50,000	–	–	1.03%	26
2017 Q2	$2.01M	Hold	50,000	–	–	1.16%	22
2017 Q1	$2.04M	Hold	50,000	–	–	1.21%	22
2016 Q4	$1.9M	Hold	50,000	–	–	1.12%	23
2016 Q3	$1.86M	Hold	50,000	–	–	1.09%	25
2016 Q2	$1.73M	Buy	+50,000	New	+$1.48M	1.11%	24

Other funds holding WPZ

HFA

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

Swift Run Capital Management's WPZ Position: Q2 2018 in Review

Swift Run Capital Management sold out of Williams Partners L.P. (WPZ) in Q2 2018, closing a stake of 50,000 shares — an estimated $1.72M sold.

Swift Run Capital Management first reported a position in WPZ in Q2 2016 and held it in 8 quarters. The position peaked at $2.04M in Q1 2017. 309 funds tracked by Wall St. Rank hold WPZ as of Q2 2018.

Swift Run Capital Management reported no remaining Williams Partners L.P. position as of Q2 2018 after selling out during the quarter.
Swift Run Capital Management sold 50,000 Williams Partners L.P. shares in Q2 2018, an estimated $1.72M.
Swift Run Capital Management first reported a position in Williams Partners L.P. in Q2 2016 and held it in 8 quarters.
Swift Run Capital Management's Williams Partners L.P. position peaked at $2.04M in Q1 2017.
309 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2018.

Based on Swift Run Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.