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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

HFA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Taylor Wealth Management Partners's WPZ Position: Q2 2017 in Review

Taylor Wealth Management Partners sold out of Williams Partners L.P. (WPZ) in Q2 2017, closing a stake of 200 shares — an estimated $8K sold.

Taylor Wealth Management Partners first reported a position in WPZ in Q1 2015 and held it in 9 quarters. The position peaked at $166K in Q4 2015. 295 funds tracked by Wall St. Rank hold WPZ as of Q2 2017.

Taylor Wealth Management Partners reported no remaining Williams Partners L.P. position as of Q2 2017 after selling out during the quarter.
Taylor Wealth Management Partners sold 200 Williams Partners L.P. shares in Q2 2017, an estimated $8K.
Taylor Wealth Management Partners first reported a position in Williams Partners L.P. in Q1 2015 and held it in 9 quarters.
Taylor Wealth Management Partners's Williams Partners L.P. position peaked at $166K in Q4 2015.
295 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2017.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2017, filed 21 Jul 2017.