WMSA
WPZ

Weiss Multi-Strategy Advisers’s Williams Partners L.P. WPZ Stock Holding History

Weiss Multi-Strategy Advisers’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
2018
Q2 		– Sell
-55,100
Closed -$1.9M – 737
2018
Q1 		$1.9M Buy
+55,100
New +$2.15M 0.06% 335
2017
Q1 		– Sell
-65,000
Closed -$2.47M – 689
2016
Q4 		$2.47M Buy
+65,000
New +$2.34M 0.12% 176
2015
Q3 		– Sell
-225,000
Closed -$9.41M – 564
2015
Q2 		$10.9M Buy
225,000
+50,000
+29% +$2.59M 0.43% 66
2015
Q1 		$8.61M Buy
+175,000
New +$8.54M 0.38% 71
2014
Q2 		– Sell
-129,200
Closed -$7.01M – 1106
2014
Q1 		$7.01M Buy
+129,200
New +$6.83M 0.14% 185
2013
Q3 		– Sell
-167,957
Closed -$7.55M – 1085
2013
Q2 		$7.55M Buy
+167,957
New +$6.82M 0.22% 150

Other funds holding WPZ

HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return