U
WPZ

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

UBS’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
2014
Q3 		$233M Buy
3,878,977
+182,525
+5% +$10.8M 0.17% 130
2014
Q2 		$221M Buy
3,696,452
+648,409
+21% +$37M 0.17% 136
2014
Q1 		$165M Sell
3,048,043
-102,891
-3% -$5.44M 0.15% 152
2013
Q4 		$168M Buy
3,150,934
+922,977
+41% +$45.2M 0.16% 146
2013
Q3 		$101M Buy
2,227,957
+753,161
+51% +$33.3M 0.1% 196
2013
Q2 		$66.3M Buy
+1,474,796
New +$59.9M 0.08% 254

Other funds holding WPZ

Goldman Sachs
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

UBS's WPZ Position: Q3 2014 in Review

UBS increased its Williams Partners L.P. (WPZ) stake by 4.9% in Q3 2014, buying an estimated $10.8M and bringing the position to 3,878,977 shares worth $233M. The position accounts for 0.17% of the portfolio, ranked #130.

UBS first reported a position in WPZ in Q2 2013 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold WPZ as of Q3 2014.

  • UBS held 3,878,977 shares of Williams Partners L.P. worth $233M as of Q3 2014.
  • UBS bought 182,525 Williams Partners L.P. shares in Q3 2014, an estimated $10.8M.
  • Williams Partners L.P. made up 0.17% of UBS's portfolio in Q3 2014, its #130 holding.
  • UBS first reported a position in Williams Partners L.P. in Q2 2013 and has held it in 6 quarters since.
  • 192 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.