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 23.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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 $786B AUM 40.34% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Truist Financial's WPZ Position: Q1 2018 in Review

Truist Financial sold out of Williams Partners L.P. (WPZ) in Q1 2018, closing a stake of 17,334 shares — an estimated $672K sold.

Truist Financial first reported a position in WPZ in Q2 2016 and held it in 7 quarters. The position peaked at $712K in Q1 2017. 299 funds tracked by Wall St. Rank hold WPZ as of Q1 2018.

  • Truist Financial reported no remaining Williams Partners L.P. position as of Q1 2018 after selling out during the quarter.
  • Truist Financial sold 17,334 Williams Partners L.P. shares in Q1 2018, an estimated $672K.
  • Truist Financial first reported a position in Williams Partners L.P. in Q2 2016 and held it in 7 quarters.
  • Truist Financial's Williams Partners L.P. position peaked at $712K in Q1 2017.
  • 299 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2018.

Based on Truist Financial's 13F filing for Q1 2018, filed 20 Apr 2018.