VWA
WPZ

V Wealth Advisors’s Williams Partners L.P. WPZ Stock Holding History

V Wealth 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
2017
Q3 		– Sell
-1,195
Closed -$48K – 832
2017
Q2 		$48K Buy
+1,195
New +$47.8K 0.02% 327

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

V Wealth Advisors's WPZ Position: Q3 2017 in Review

V Wealth Advisors sold out of Williams Partners L.P. (WPZ) in Q3 2017, closing a stake of 1,195 shares — an estimated $48K sold.

V Wealth Advisors first reported a position in WPZ in Q2 2017 and held it in 1 quarter. The position peaked at $48K in Q2 2017. 286 funds tracked by Wall St. Rank hold WPZ as of Q3 2017.

  • V Wealth Advisors reported no remaining Williams Partners L.P. position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 1,195 Williams Partners L.P. shares in Q3 2017, an estimated $48K.
  • V Wealth Advisors first reported a position in Williams Partners L.P. in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Williams Partners L.P. position peaked at $48K in Q2 2017.
  • 286 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.