WIA
WPZ

Westbourne Investment Advisors’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Westbourne Investment Advisors’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
Q1 		– Sell
-7,250
Closed -$281K – 107
2017
Q4 		$281K Sell
7,250
-300
-4% -$11.6K 0.21% 92
2017
Q3 		$294K Sell
7,550
-2,000
-21% -$77.9K 0.23% 84
2017
Q2 		$383K Sell
9,550
-1,650
-15% -$66.2K 0.31% 73
2017
Q1 		$457K Sell
11,200
-350
-3% -$14.3K 0.38% 70
2016
Q4 		$439K Sell
11,550
-790
-6% -$30K 0.38% 67
2016
Q3 		$459K Sell
12,340
-1,500
-11% -$55.8K 0.41% 66
2016
Q2 		$479K Buy
13,840
+504
+4% +$17.4K 0.43% 65
2016
Q1 		$273K Buy
13,336
+5,910
+80% +$121K 0.26% 84
2015
Q4 		$207K Sell
7,426
-2,550
-26% -$71.1K 0.2% 97
2015
Q3 		$318K Buy
9,976
+1,521
+18% +$48.5K 0.32% 79
2015
Q2 		$409K Buy
+8,455
New +$409K 0.37% 77

Other funds holding WPZ

CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SG
Somerset Group Wayzata, Minnesota $135M AUM 21.18% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

Westbourne Investment Advisors's WPZ Position: Q1 2018 in Review

Westbourne Investment Advisors sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2018, closing a stake of 7,250 shares — an estimated $281K sold.

Westbourne Investment Advisors first reported a position in WPZ in Q2 2015 and held it in 11 quarters. The position peaked at $479K in Q2 2016. 8 funds tracked by Wall St. Rank hold WPZ as of Q1 2018.

  • Westbourne Investment Advisors reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 7,250 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2018, an estimated $281K.
  • Westbourne Investment Advisors first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2015 and held it in 11 quarters.
  • Westbourne Investment Advisors's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $479K in Q2 2016.
  • 8 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2018.

Based on Westbourne Investment Advisors's 13F filing for Q1 2018, filed 8 May 2018.