Tiedemann Trust’s Williams Partners L.P. WPZ Stock Holding History

Tiedemann Trust’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 Q1	–	Sell	-297,865	Closed	-$15.2M	–	63
2014 Q4	$15.2M	Sell	297,865 -9,885	-3%	-$559K	1.31%	19
2014 Q3	$18.5M	Buy	307,750 +7,962	+3%	+$471K	1.64%	10
2014 Q2	$18M	Buy	299,788 +36,753	+14%	+$2.1M	1.73%	10
2014 Q1	$14.3K	Buy	263,035 +9,233	+4%	+$488K	1.55%	14
2013 Q4	$13.5M	Buy	253,802 +21,236	+9%	+$1.04M	2.09%	13
2013 Q3	$10.6M	Buy	232,566 +56,668	+32%	+$2.51M	1.82%	15
2013 Q2	$7.91M	Buy	+175,898	New	+$7.15M	1.32%	18

Other funds holding WPZ

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Tiedemann Trust's WPZ Position: Q1 2015 in Review

Tiedemann Trust sold out of Williams Partners L.P. (WPZ) in Q1 2015, closing a stake of 297,865 shares — an estimated $15.2M sold.

Tiedemann Trust first reported a position in WPZ in Q2 2013 and held it in 7 quarters. The position peaked at $18.5M in Q3 2014. 284 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

Tiedemann Trust reported no remaining Williams Partners L.P. position as of Q1 2015 after selling out during the quarter.
Tiedemann Trust sold 297,865 Williams Partners L.P. shares in Q1 2015, an estimated $15.2M.
Tiedemann Trust first reported a position in Williams Partners L.P. in Q2 2013 and held it in 7 quarters.
Tiedemann Trust's Williams Partners L.P. position peaked at $18.5M in Q3 2014.
284 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2015.

Based on Tiedemann Trust's 13F filing for Q1 2015, filed 12 May 2015.