Wellington Management Group
WPZ

Wellington Management Group’s Williams Partners L.P. WPZ Stock Holding History

Wellington Management Group’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
Q1 		– Sell
-43,886
Closed -$1.67M – 2397
2016
Q4 		$1.67M Sell
43,886
-140
-0.3% -$5.03K ﹤0.01% 1738
2016
Q3 		$1.64M Buy
+44,026
New +$1.62M ﹤0.01% 1700
2015
Q3 		– Sell
-7,181
Closed -$348K – 2327
2015
Q2 		$348K Buy
+7,181
New +$372K ﹤0.01% 2025

Other funds holding WPZ

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

Wellington Management Group's WPZ Position: Q1 2017 in Review

Wellington Management Group sold out of Williams Partners L.P. (WPZ) in Q1 2017, closing a stake of 43,886 shares — an estimated $1.67M sold.

Wellington Management Group first reported a position in WPZ in Q2 2015 and held it in 3 quarters. The position peaked at $1.67M in Q4 2016. 288 funds tracked by Wall St. Rank hold WPZ as of Q1 2017.

  • Wellington Management Group reported no remaining Williams Partners L.P. position as of Q1 2017 after selling out during the quarter.
  • Wellington Management Group sold 43,886 Williams Partners L.P. shares in Q1 2017, an estimated $1.67M.
  • Wellington Management Group first reported a position in Williams Partners L.P. in Q2 2015 and held it in 3 quarters.
  • Wellington Management Group's Williams Partners L.P. position peaked at $1.67M in Q4 2016.
  • 288 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2017.

Based on Wellington Management Group's 13F filing for Q1 2017, filed 11 May 2017.