WPW
WPZ

Waldron Private Wealth’s Williams Partners L.P. WPZ Stock Holding History

Waldron Private Wealth’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
Q2 		– Sell
-62,584
Closed -$2.54M – 229
2017
Q1 		$2.54M Buy
+62,584
New +$2.52M 0.64% 20

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Waldron Private Wealth's WPZ Position: Q2 2017 in Review

Waldron Private Wealth sold out of Williams Partners L.P. (WPZ) in Q2 2017, closing a stake of 62,584 shares — an estimated $2.54M sold.

Waldron Private Wealth first reported a position in WPZ in Q1 2017 and held it in 1 quarter. The position peaked at $2.54M in Q1 2017. 295 funds tracked by Wall St. Rank hold WPZ as of Q2 2017.

  • Waldron Private Wealth reported no remaining Williams Partners L.P. position as of Q2 2017 after selling out during the quarter.
  • Waldron Private Wealth sold 62,584 Williams Partners L.P. shares in Q2 2017, an estimated $2.54M.
  • Waldron Private Wealth first reported a position in Williams Partners L.P. in Q1 2017 and held it in 1 quarter.
  • Waldron Private Wealth's Williams Partners L.P. position peaked at $2.54M in Q1 2017.
  • 295 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2017.

Based on Waldron Private Wealth's 13F filing for Q2 2017, filed 14 Aug 2017.