TCI Wealth Advisors’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-533	Closed	-$11K	–	1496
2016 Q1	$11K	Buy	+533	New	+$11K	0.01%	566
2015 Q2	–	Sell	-433	Closed	-$21K	–	1056
2015 Q1	$21K	Sell	433 -98	-18%	-$3.93K	0.01%	350
2014 Q4	$22K	Hold	531	–	–	0.01%	345
2014 Q3	$27K	Hold	531	–	–	0.02%	305
2014 Q2	$27K	Hold	531	–	–	0.02%	316
2014 Q1	$25K	Sell	531 -1,061	-67%	-$49.9K	0.02%	306
2013 Q4	$76K	Buy	1,592 +1,061	+200%	+$50.9K	0.05%	196
2013 Q3	$26K	Hold	531	–	–	0.02%	268
2013 Q2	$26K	Buy	+531	New	+$25.6K	0.02%	280

Other funds holding WPZ

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

GIM

Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

WIA

Westbourne Investment Advisors Annapolis, Maryland $343M AUM 20.91% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

Somerset Group Wayzata, Minnesota $135M AUM 21.18% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

TCI Wealth Advisors's WPZ Position: Q2 2016 in Review

TCI Wealth Advisors sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q2 2016, closing a stake of 533 shares — an estimated $11K sold.

TCI Wealth Advisors first reported a position in WPZ in Q2 2013 and held it in 9 quarters. The position peaked at $76K in Q4 2013. 11 funds tracked by Wall St. Rank hold WPZ as of Q2 2016.

TCI Wealth Advisors reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q2 2016 after selling out during the quarter.
TCI Wealth Advisors sold 533 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q2 2016, an estimated $11K.
TCI Wealth Advisors first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 9 quarters.
TCI Wealth Advisors's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $76K in Q4 2013.
11 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q2 2016.

Based on TCI Wealth Advisors's 13F filing for Q2 2016, filed 9 Aug 2016.