WA
WPZ

WealthTrust-Arizona’s Williams Partners L.P. WPZ Stock Holding History

WealthTrust-Arizona’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
-531
Closed -$29K – 760
2014
Q1 		$29K Buy
+531
New +$28.1K 0.03% 237

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 21.71% 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

WealthTrust-Arizona's WPZ Position: Q2 2014 in Review

WealthTrust-Arizona sold out of Williams Partners L.P. (WPZ) in Q2 2014, closing a stake of 531 shares — an estimated $29K sold.

WealthTrust-Arizona first reported a position in WPZ in Q1 2014 and held it in 1 quarter. The position peaked at $29K in Q1 2014. 190 funds tracked by Wall St. Rank hold WPZ as of Q2 2014.

  • WealthTrust-Arizona reported no remaining Williams Partners L.P. position as of Q2 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 531 Williams Partners L.P. shares in Q2 2014, an estimated $29K.
  • WealthTrust-Arizona first reported a position in Williams Partners L.P. in Q1 2014 and held it in 1 quarter.
  • WealthTrust-Arizona's Williams Partners L.P. position peaked at $29K in Q1 2014.
  • 190 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2014.

Based on WealthTrust-Arizona's 13F filing for Q2 2014, filed 22 Jul 2014.