Travelers Companies’s Williams Partners L.P. WPZ Stock Holding History

Travelers Companies’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 Q4	–	Sell	-25,000	Closed	-$973K	–	15
2017 Q3	$973K	Buy	+25,000	New	+$988K	0.6%	11
2016 Q1	–	Sell	-159,758	Closed	-$4.45M	–	38
2015 Q4	$4.45M	Hold	159,758	–	–	1.53%	15
2015 Q3	$5.1M	Hold	159,758	–	–	1.7%	13
2015 Q2	$7.74M	Hold	159,758	–	–	2.04%	10
2015 Q1	$7.86M	Buy	159,758 +77	+0%	+$3.76K	1.94%	10
2014 Q4	$8.16M	Hold	159,681	–	–	1.92%	11
2014 Q3	$9.58M	Hold	159,681	–	–	2.17%	11
2014 Q2	$9.56M	Buy	159,681 +122,015	+324%	+$6.96M	2.03%	11
2014 Q1	$2.04M	Buy	+37,666	New	+$1.99M	0.49%	24

Other funds holding WPZ

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Travelers Companies's WPZ Position: Q4 2017 in Review

Travelers Companies sold out of Williams Partners L.P. (WPZ) in Q4 2017, closing a stake of 25,000 shares — an estimated $973K sold.

Travelers Companies first reported a position in WPZ in Q1 2014 and held it in 9 quarters. The position peaked at $9.58M in Q3 2014. 305 funds tracked by Wall St. Rank hold WPZ as of Q4 2017.

Travelers Companies reported no remaining Williams Partners L.P. position as of Q4 2017 after selling out during the quarter.
Travelers Companies sold 25,000 Williams Partners L.P. shares in Q4 2017, an estimated $973K.
Travelers Companies first reported a position in Williams Partners L.P. in Q1 2014 and held it in 9 quarters.
Travelers Companies's Williams Partners L.P. position peaked at $9.58M in Q3 2014.
305 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2017.

Based on Travelers Companies's 13F filing for Q4 2017, filed 14 Feb 2018.