UCFA
WPZ

United Capital Financial Advisors’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

United Capital Financial Advisors’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
-89,950
Closed -$3.79M – 1309
2014
Q4 		$3.79M Buy
89,950
+25,945
+41% +$1.22M 0.06% 308
2014
Q3 		$3.2M Buy
64,005
+18,503
+41% +$921K 0.06% 324
2014
Q2 		$2.33M Buy
45,502
+4,486
+11% +$222K 0.04% 387
2014
Q1 		$1.97M Buy
41,016
+7,047
+21% +$331K 0.04% 360
2013
Q4 		$1.63M Sell
33,969
-4,844
-12% -$232K 0.06% 266
2013
Q3 		$1.93M Buy
38,813
+4,314
+13% +$207K 0.06% 255
2013
Q2 		$1.68M Buy
+34,499
New +$1.67M 0.04% 329

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 $6.36B AUM 17.8% 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 $5B AUM 26.84% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

United Capital Financial Advisors's WPZ Position: Q1 2015 in Review

United Capital Financial Advisors sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 89,950 shares — an estimated $3.79M sold.

United Capital Financial Advisors first reported a position in WPZ in Q2 2013 and held it in 7 quarters. The position peaked at $3.79M in Q4 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • United Capital Financial Advisors reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 89,950 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $3.79M.
  • United Capital Financial Advisors first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 7 quarters.
  • United Capital Financial Advisors's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $3.79M in Q4 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 United Capital Financial Advisors's 13F filing for Q1 2015, filed 14 May 2015.