TA
WPZ

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

Tiedemann 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
2015
Q4 		– Sell
-9,344
Closed -$298K – 63
2015
Q3 		$298K Sell
9,344
-55,107
-86% -$1.76M 0.23% 39
2015
Q2 		$3.14M Hold
64,451
– – 3.22% 11
2015
Q1 		$3.17M Buy
64,451
+41,076
+176% +$1.65M 5.8% 5
2014
Q4 		$985K Buy
23,375
+10,764
+85% +$506K 1.55% 23
2014
Q3 		$630K Sell
12,611
-3,142
-20% -$156K 1.29% 26
2014
Q2 		$804K Buy
15,753
+3,142
+25% +$155K 1.88% 21
2014
Q1 		$605K Buy
12,611
+2,070
+20% +$97.3K 1.93% 20
2013
Q4 		$504K Sell
10,541
-45,603
-81% -$2.19M 1.67% 22
2013
Q3 		$1.96M Buy
56,144
+39,653
+240% +$1.9M 3.93% 11
2013
Q2 		$801K Buy
+16,491
New +$796K 1.65% 24

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
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SG
Somerset Group Wayzata, Minnesota $135M AUM 21.18% 1-Year Est. Return
WIA
Westbourne Investment Advisors Annapolis, Maryland $343M AUM 20.91% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Tiedemann Advisors's WPZ Position: Q4 2015 in Review

Tiedemann Advisors sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q4 2015, closing a stake of 9,344 shares — an estimated $298K sold.

Tiedemann Advisors first reported a position in WPZ in Q2 2013 and held it in 10 quarters. The position peaked at $3.17M in Q1 2015. 12 funds tracked by Wall St. Rank hold WPZ as of Q4 2015.

  • Tiedemann Advisors reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q4 2015 after selling out during the quarter.
  • Tiedemann Advisors sold 9,344 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q4 2015, an estimated $298K.
  • Tiedemann Advisors first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 10 quarters.
  • Tiedemann Advisors's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $3.17M in Q1 2015.
  • 12 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q4 2015.

Based on Tiedemann Advisors's 13F filing for Q4 2015, filed 28 Jan 2016.