Truist Financial
WPZ

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

Truist Financial’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
2018
Q1 		– Sell
-17,334
Closed -$672K – 809
2017
Q4 		$672K Sell
17,334
-31
-0.2% -$1.16K 0.01% 534
2017
Q3 		$675K Buy
17,365
+31
+0.2% +$1.23K 0.01% 529
2017
Q2 		$695K Sell
17,334
-100
-0.6% -$4K 0.01% 521
2017
Q1 		$712K Hold
17,434
– – 0.01% 522
2016
Q4 		$663K Hold
17,434
– – 0.01% 541
2016
Q3 		$649K Buy
17,434
+100
+0.6% +$3.68K 0.01% 542
2016
Q2 		$600K Buy
+17,334
New +$513K 0.01% 565

Other funds holding WPZ

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return