UBS Group
WPZ

UBS Group’s Williams Partners L.P. WPZ Stock Holding History

UBS Group’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
Q3 		– Sell
-6,744,907
Closed -$274M – 8619
2018
Q2 		$274M Sell
6,744,907
-467,130
-6% -$17.8M 0.12% 191
2018
Q1 		$248M Sell
7,212,037
-1,007,959
-12% -$39.4M 0.11% 206
2017
Q4 		$319M Buy
8,219,996
+61,663
+0.8% +$2.31M 0.13% 174
2017
Q3 		$317M Buy
8,158,333
+571,121
+8% +$22.6M 0.15% 158
2017
Q2 		$304M Sell
7,587,212
-179,549
-2% -$7.19M 0.16% 161
2017
Q1 		$317M Buy
7,766,761
+855,490
+12% +$34.4M 0.17% 140
2016
Q4 		$263M Buy
6,911,271
+134,901
+2% +$4.85M 0.15% 161
2016
Q3 		$252M Sell
6,776,370
-1,789,386
-21% -$65.9M 0.15% 160
2016
Q2 		$297M Sell
8,565,756
-152,121
-2% -$4.5M 0.19% 125
2016
Q1 		$178M Sell
8,717,877
-5,470,345
-39% -$107M 0.12% 184
2015
Q4 		$395M Buy
14,188,222
+568,172
+4% +$17.1M 0.26% 78
2015
Q3 		$435M Sell
13,620,050
-589,502
-4% -$24.7M 0.31% 55
2015
Q2 		$688M Buy
14,209,552
+509,673
+4% +$26.4M 0.46% 21
2015
Q1 		$674M Buy
13,699,879
+7,556,269
+123% +$369M 0.47% 27
2014
Q4 		$314M Buy
+6,143,610
New +$348M 0.22% 97

Other funds holding WPZ

HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $243M AUM 17.47% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return

UBS Group's WPZ Position: Q3 2018 in Review

UBS Group sold out of Williams Partners L.P. (WPZ) in Q3 2018, closing a stake of 6,744,907 shares — an estimated $274M sold.

UBS Group first reported a position in WPZ in Q4 2014 and held it in 15 quarters. The position peaked at $688M in Q2 2015. 4 funds tracked by Wall St. Rank hold WPZ as of Q3 2018.

  • UBS Group reported no remaining Williams Partners L.P. position as of Q3 2018 after selling out during the quarter.
  • UBS Group sold 6,744,907 Williams Partners L.P. shares in Q3 2018, an estimated $274M.
  • UBS Group first reported a position in Williams Partners L.P. in Q4 2014 and held it in 15 quarters.
  • UBS Group's Williams Partners L.P. position peaked at $688M in Q2 2015.
  • 4 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2018.

Based on UBS Group's 13F filing for Q3 2018, filed 14 Nov 2018.