UR
WPZ

USCA RIA’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT 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
Q1 		– Sell
-10,722
Closed -$452K – 379
2014
Q4 		$452K Sell
10,722
-8,311
-44% -$391K 0.12% 190
2014
Q3 		$951K Buy
19,033
+5,350
+39% +$266K 0.29% 95
2014
Q2 		$700K Sell
13,683
-2,123
-13% -$105K 0.23% 123
2014
Q1 		$759K Buy
15,806
+3,609
+30% +$170K 0.27% 119
2013
Q4 		$584K Sell
12,197
-8,662
-42% -$416K 0.23% 131
2013
Q3 		$1.04M Sell
20,859
-424
-2% -$20.3K 0.47% 65
2013
Q2 		$1.03M Buy
+21,283
New +$1.03M 0.52% 46

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

USCA RIA's WPZ Position: Q1 2015 in Review

USCA RIA sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 10,722 shares — an estimated $452K sold.

USCA RIA first reported a position in WPZ in Q2 2013 and held it in 7 quarters. The position peaked at $1.04M in Q3 2013. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • USCA RIA reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
  • USCA RIA sold 10,722 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $452K.
  • USCA RIA first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 7 quarters.
  • USCA RIA's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $1.04M in Q3 2013.
  • 43 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2015.

Based on USCA RIA's 13F filing for Q1 2015, filed 3 Jun 2015.