TWMP
WPZ

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

Taylor Wealth Management Partners’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
-200
Closed -$8K – 165
2017
Q1 		$8K Hold
200
– – ﹤0.01% 138
2016
Q4 		$8K Sell
200
-225
-53% -$8.08K ﹤0.01% 141
2016
Q3 		$16K Hold
425
– – 0.01% 114
2016
Q2 		$15K Hold
425
– – 0.01% 110
2016
Q1 		$9K Sell
425
-5,550
-93% -$109K ﹤0.01% 122
2015
Q4 		$166K Buy
5,975
+1,908
+47% +$57.3K 0.07% 51
2015
Q3 		$130K Buy
4,067
+3,625
+820% +$152K 0.06% 50
2015
Q2 		$21K Hold
442
– – 0.01% 127
2015
Q1 		$22K Buy
+442
New +$21.6K 0.01% 113

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