Thrivent Financial for Lutherans
WPZ

Thrivent Financial for Lutherans’s Williams Partners L.P. WPZ Stock Holding History

Thrivent Financial for Lutherans’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
Q3 		– Sell
-149
Closed -$6K – 2485
2017
Q2 		$6K Hold
149
– – ﹤0.01% 1993
2017
Q1 		$6K Hold
149
– – ﹤0.01% 1968
2016
Q4 		$6K Hold
149
– – ﹤0.01% 1955
2016
Q3 		$5K Hold
149
– – ﹤0.01% 1973
2016
Q2 		$5K Hold
149
– – ﹤0.01% 1985
2016
Q1 		$3K Hold
149
– – ﹤0.01% 1956
2015
Q4 		$4K Hold
149
– – ﹤0.01% 1940
2015
Q3 		$5K Hold
149
– – ﹤0.01% 1784
2015
Q2 		$7K Hold
149
– – ﹤0.01% 1796
2015
Q1 		$7K Buy
+149
New +$7.27K ﹤0.01% 1779

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Thrivent Financial for Lutherans's WPZ Position: Q3 2017 in Review

Thrivent Financial for Lutherans sold out of Williams Partners L.P. (WPZ) in Q3 2017, closing a stake of 149 shares — an estimated $6K sold.

Thrivent Financial for Lutherans first reported a position in WPZ in Q1 2015 and held it in 10 quarters. The position peaked at $7K in Q2 2015. 286 funds tracked by Wall St. Rank hold WPZ as of Q3 2017.

  • Thrivent Financial for Lutherans reported no remaining Williams Partners L.P. position as of Q3 2017 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 149 Williams Partners L.P. shares in Q3 2017, an estimated $6K.
  • Thrivent Financial for Lutherans first reported a position in Williams Partners L.P. in Q1 2015 and held it in 10 quarters.
  • Thrivent Financial for Lutherans's Williams Partners L.P. position peaked at $7K in Q2 2015.
  • 286 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2017.

Based on Thrivent Financial for Lutherans's 13F filing for Q3 2017, filed 14 Nov 2017.