UB
WPZ

UMB Bank’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

UMB Bank’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
2015
Q1 		– Sell
-8,794
Closed -$371K – 318
2014
Q4 		$371K Sell
8,794
-3,715
-30% -$175K 0.02% 231
2014
Q3 		$625 Sell
12,509
-805
-6% -$40.1K 0.03% 201
2014
Q2 		$681K Hold
13,314
– – 0.03% 192
2014
Q1 		$639K Buy
13,314
+5,396
+68% +$254K 0.04% 192
2013
Q4 		$379 Hold
7,918
– – 0.02% 231
2013
Q3 		$395 Hold
7,918
– – 0.02% 225
2013
Q2 		$385 Buy
+7,918
New +$382K 0.02% 219

Other funds holding WPZ

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
SCM
Samson Capital Management Leawood, Kansas $53.2M AUM 2.55% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

UMB Bank's WPZ Position: Q1 2015 in Review

UMB Bank sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 8,794 shares — an estimated $371K sold.

UMB Bank first reported a position in WPZ in Q2 2013 and held it in 7 quarters. The position peaked at $681K in Q2 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • UMB Bank reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
  • UMB Bank sold 8,794 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $371K.
  • UMB Bank first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 7 quarters.
  • UMB Bank's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $681K in Q2 2014.
  • 43 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2015.

Based on UMB Bank's 13F filing for Q1 2015, filed 17 Apr 2015.