WRM
WPZ

Westport Resources Management’s Williams Partners L.P. WPZ Stock Holding History

Westport Resources Management’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
2016
Q3 		– Sell
-692
Closed -$24K – 720
2016
Q2 		$24K Hold
692
– – 0.01% 509
2016
Q1 		$14K Sell
692
-629
-48% -$12.3K ﹤0.01% 562
2015
Q4 		$37K Sell
1,321
-309
-19% -$9.28K 0.01% 512
2015
Q3 		$52K Sell
1,630
-433
-21% -$18.1K 0.02% 456
2015
Q2 		$100K Hold
2,063
– – 0.03% 388
2015
Q1 		$102K Sell
2,063
-2,521
-55% -$123K 0.03% 402
2014
Q4 		$234K Sell
4,584
-1,145
-20% -$64.8K 0.06% 280
2014
Q3 		$344K Sell
5,729
-107
-2% -$6.32K 0.09% 227
2014
Q2 		$350K Hold
5,836
– – 0.1% 227
2014
Q1 		$317K Buy
5,836
+107
+2% +$5.66K 0.09% 231
2013
Q4 		$306K Sell
5,729
-1,274
-18% -$62.3K 0.09% 231
2013
Q3 		$319K Buy
7,003
+531
+8% +$23.5K 0.11% 209
2013
Q2 		$291K Buy
+6,472
New +$263K 0.1% 205

Other funds holding WPZ

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Westport Resources Management's WPZ Position: Q3 2016 in Review

Westport Resources Management sold out of Williams Partners L.P. (WPZ) in Q3 2016, closing a stake of 692 shares — an estimated $24K sold.

Westport Resources Management first reported a position in WPZ in Q2 2013 and held it in 13 quarters. The position peaked at $350K in Q2 2014. 260 funds tracked by Wall St. Rank hold WPZ as of Q3 2016.

  • Westport Resources Management reported no remaining Williams Partners L.P. position as of Q3 2016 after selling out during the quarter.
  • Westport Resources Management sold 692 Williams Partners L.P. shares in Q3 2016, an estimated $24K.
  • Westport Resources Management first reported a position in Williams Partners L.P. in Q2 2013 and held it in 13 quarters.
  • Westport Resources Management's Williams Partners L.P. position peaked at $350K in Q2 2014.
  • 260 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2016.

Based on Westport Resources Management's 13F filing for Q3 2016, filed 14 Nov 2016.