TFO
WPZ

Tarbox Family Office’s Williams Partners L.P. WPZ Stock Holding History

Tarbox Family Office’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
Q2 		– Sell
-557
Closed -$23K – 626
2017
Q1 		$23K Buy
+557
New +$22.4K 0.01% 198

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
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Tarbox Family Office's WPZ Position: Q2 2017 in Review

Tarbox Family Office sold out of Williams Partners L.P. (WPZ) in Q2 2017, closing a stake of 557 shares — an estimated $23K sold.

Tarbox Family Office first reported a position in WPZ in Q1 2017 and held it in 1 quarter. The position peaked at $23K in Q1 2017. 295 funds tracked by Wall St. Rank hold WPZ as of Q2 2017.

  • Tarbox Family Office reported no remaining Williams Partners L.P. position as of Q2 2017 after selling out during the quarter.
  • Tarbox Family Office sold 557 Williams Partners L.P. shares in Q2 2017, an estimated $23K.
  • Tarbox Family Office first reported a position in Williams Partners L.P. in Q1 2017 and held it in 1 quarter.
  • Tarbox Family Office's Williams Partners L.P. position peaked at $23K in Q1 2017.
  • 295 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2017.

Based on Tarbox Family Office's 13F filing for Q2 2017, filed 19 Jul 2017.