WRF
WPZ

Waddell & Reed Financial’s Williams Partners L.P. WPZ Stock Holding History

Waddell & Reed Financial’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
2014
Q2 		– Sell
-168,593
Closed -$9.14M – 585
2014
Q1 		$9.14M Sell
168,593
-292,624
-63% -$15.5M 0.01% 438
2013
Q4 		$24.6M Sell
461,217
-224,295
-33% -$11M 0.04% 306
2013
Q3 		$31.2M Sell
685,512
-485,105
-41% -$21.5M 0.06% 268
2013
Q2 		$52.6M Buy
+1,170,617
New +$47.6M 0.11% 192

Other funds holding WPZ

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
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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Waddell & Reed Financial's WPZ Position: Q2 2014 in Review

Waddell & Reed Financial sold out of Williams Partners L.P. (WPZ) in Q2 2014, closing a stake of 168,593 shares — an estimated $9.14M sold.

Waddell & Reed Financial first reported a position in WPZ in Q2 2013 and held it in 4 quarters. The position peaked at $52.6M in Q2 2013. 190 funds tracked by Wall St. Rank hold WPZ as of Q2 2014.

  • Waddell & Reed Financial reported no remaining Williams Partners L.P. position as of Q2 2014 after selling out during the quarter.
  • Waddell & Reed Financial sold 168,593 Williams Partners L.P. shares in Q2 2014, an estimated $9.14M.
  • Waddell & Reed Financial first reported a position in Williams Partners L.P. in Q2 2013 and held it in 4 quarters.
  • Waddell & Reed Financial's Williams Partners L.P. position peaked at $52.6M in Q2 2013.
  • 190 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2014.

Based on Waddell & Reed Financial's 13F filing for Q2 2014, filed 14 Aug 2014.