WP
WPZ

WealthPLAN Partners’s Williams Partners L.P. WPZ Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$4.43K Sell
124
-118
-49% -$4.34K ﹤0.01% 739
2016
Q2 		$4.2K Buy
+242
New +$7.16K ﹤0.01% 2043
2015
Q4 		$52 Buy
+1,880
New +$56.4K ﹤0.01% 1656
2015
Q2 		$25K Buy
+514
New +$26.7K 0.01% 240

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
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
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthPLAN Partners's WPZ Position: Q3 2016 in Review

WealthPLAN Partners reduced its Williams Partners L.P. (WPZ) stake by 49% in Q3 2016, selling an estimated $4.34K and leaving 124 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

WealthPLAN Partners first reported a position in WPZ in Q2 2015 and has held it in 4 quarters since. The position peaked at $25K in Q2 2015. 261 funds tracked by Wall St. Rank hold WPZ as of Q3 2016.

  • WealthPLAN Partners held 124 shares of Williams Partners L.P. worth $4.43K as of Q3 2016.
  • WealthPLAN Partners sold 118 Williams Partners L.P. shares in Q3 2016, an estimated $4.34K.
  • Williams Partners L.P. made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #739 holding.
  • WealthPLAN Partners first reported a position in Williams Partners L.P. in Q2 2015 and has held it in 4 quarters since.
  • WealthPLAN Partners's Williams Partners L.P. position peaked at $25K in Q2 2015.
  • 261 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.