UR
WPZ

USCA RIA’s Williams Partners L.P. WPZ Stock Holding History

USCA RIA’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
Q3 		– Sell
-8,751
Closed -$424K – 409
2015
Q2 		$424K Hold
8,751
– – 0.11% 200
2015
Q1 		$431K Buy
+8,751
New +$427K 0.12% 200
2014
Q4 		– Sell
-11,565
Closed -$694K – 368
2014
Q3 		$694K Buy
+11,565
New +$683K 0.21% 134

Other funds holding WPZ

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

USCA RIA's WPZ Position: Q3 2015 in Review

USCA RIA sold out of Williams Partners L.P. (WPZ) in Q3 2015, closing a stake of 8,751 shares — an estimated $424K sold.

USCA RIA first reported a position in WPZ in Q3 2014 and held it in 3 quarters. The position peaked at $694K in Q3 2014. 299 funds tracked by Wall St. Rank hold WPZ as of Q3 2015.

  • USCA RIA reported no remaining Williams Partners L.P. position as of Q3 2015 after selling out during the quarter.
  • USCA RIA sold 8,751 Williams Partners L.P. shares in Q3 2015, an estimated $424K.
  • USCA RIA first reported a position in Williams Partners L.P. in Q3 2014 and held it in 3 quarters.
  • USCA RIA's Williams Partners L.P. position peaked at $694K in Q3 2014.
  • 299 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2015.

Based on USCA RIA's 13F filing for Q3 2015, filed 13 Nov 2015.