WA
WPZ

WealthTrust-Arizona’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT 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
Q1 		– Sell
-425
Closed -$20K – 755
2013
Q4 		$20K Hold
425
– – 0.02% 277
2013
Q3 		$21K Buy
+425
New +$20.3K 0.03% 241

Other funds holding WPZ

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthTrust-Arizona's WPZ Position: Q1 2014 in Review

WealthTrust-Arizona sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2014, closing a stake of 425 shares — an estimated $20K sold.

WealthTrust-Arizona first reported a position in WPZ in Q3 2013 and held it in 2 quarters. The position peaked at $21K in Q3 2013. 283 funds tracked by Wall St. Rank hold WPZ as of Q1 2014.

  • WealthTrust-Arizona reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 425 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2014, an estimated $20K.
  • WealthTrust-Arizona first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q3 2013 and held it in 2 quarters.
  • WealthTrust-Arizona's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $21K in Q3 2013.
  • 283 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2014.

Based on WealthTrust-Arizona's 13F filing for Q1 2014, filed 23 Apr 2014.