UGIF
WPZ

US Global Investors Funds’s Williams Partners L.P. WPZ Stock Holding History

US Global Investors Funds’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
2013
Q4 		$3.4M Buy
+63,660
New +$3.11M 0.61% 62

Other funds holding WPZ

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

US Global Investors Funds's WPZ Position: Q4 2013 in Review

US Global Investors Funds opened a new position in Williams Partners L.P. (WPZ) in Q4 2013: 63,660 shares worth $3.4M. The stake represents 0.61% of the portfolio and ranks #62 among its holdings.

176 funds tracked by Wall St. Rank hold WPZ as of Q4 2013.

  • US Global Investors Funds held 63,660 shares of Williams Partners L.P. worth $3.4M as of Q4 2013.
  • Williams Partners L.P. was a new US Global Investors Funds position in Q4 2013.
  • Williams Partners L.P. made up 0.61% of US Global Investors Funds's portfolio in Q4 2013, its #62 holding.
  • 176 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2013.

Based on US Global Investors Funds's 13F filing for Q4 2013, filed 18 Feb 2014.