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	$776K	Buy	12,944 +12,732	+6,006%	+$752K	﹤0.01%	3834
2014 Q2	$13K	Sell	212 -212	-50%	-$12.1K	﹤0.01%	8658
2014 Q1	$23K	Sell	424 -36,074	-99%	-$1.91M	﹤0.01%	7940
2013 Q4	$1.95M	Sell	36,498 -6,685	-15%	-$327K	﹤0.01%	2822
2013 Q3	$1.97M	Sell	43,183 -14,748	-25%	-$652K	﹤0.01%	2609
2013 Q2	$2.6M	Buy	+57,931	New	+$2.35M	﹤0.01%	2258

Other funds holding WPZ

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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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.