Valley Wealth Managers’s Williams Partners L.P. WPZ Stock Holding History

Valley Wealth Managers’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 Q1	–	Sell	-1,450	Closed	-$55K	–	266
2016 Q4	$55K	Buy	+1,450	New	+$52.1K	0.01%	137
2016 Q3	–	Sell	-1,974	Closed	-$68K	–	232
2016 Q2	$68K	Buy	+1,974	New	+$58.4K	0.01%	132

Other funds holding WPZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valley Wealth Managers's WPZ Position: Q1 2017 in Review

Valley Wealth Managers sold out of Williams Partners L.P. (WPZ) in Q1 2017, closing a stake of 1,450 shares — an estimated $55K sold.

Valley Wealth Managers first reported a position in WPZ in Q2 2016 and held it in 2 quarters. The position peaked at $68K in Q2 2016. 288 funds tracked by Wall St. Rank hold WPZ as of Q1 2017.

Valley Wealth Managers reported no remaining Williams Partners L.P. position as of Q1 2017 after selling out during the quarter.
Valley Wealth Managers sold 1,450 Williams Partners L.P. shares in Q1 2017, an estimated $55K.
Valley Wealth Managers first reported a position in Williams Partners L.P. in Q2 2016 and held it in 2 quarters.
Valley Wealth Managers's Williams Partners L.P. position peaked at $68K in Q2 2016.
288 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2017.

Based on Valley Wealth Managers's 13F filing for Q1 2017, filed 12 May 2017.