Transamerica Financial Advisors’s Williams Partners L.P. WPZ Stock Holding History

Transamerica Financial 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	-216	Closed	-$5K	–	782
2016 Q1	$5K	Hold	216	–	–	﹤0.01%	620
2015 Q4	$7K	Hold	216	–	–	﹤0.01%	651
2015 Q3	$7K	Hold	216	–	–	﹤0.01%	630
2015 Q2	$11K	Sell	216 -173	-44%	-$8.97K	﹤0.01%	627
2015 Q1	$20K	Buy	+389	New	+$19K	﹤0.01%	547

Other funds holding WPZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KACA

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

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

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

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HFA

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Transamerica Financial Advisors's WPZ Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of Williams Partners L.P. (WPZ) in Q2 2016, closing a stake of 216 shares — an estimated $5K sold.

Transamerica Financial Advisors first reported a position in WPZ in Q1 2015 and held it in 5 quarters. The position peaked at $20K in Q1 2015. 257 funds tracked by Wall St. Rank hold WPZ as of Q2 2016.

Transamerica Financial Advisors reported no remaining Williams Partners L.P. position as of Q2 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 216 Williams Partners L.P. shares in Q2 2016, an estimated $5K.
Transamerica Financial Advisors first reported a position in Williams Partners L.P. in Q1 2015 and held it in 5 quarters.
Transamerica Financial Advisors's Williams Partners L.P. position peaked at $20K in Q1 2015.
257 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.