WA
WPZ

WFG Advisors’s Williams Partners L.P. WPZ Stock Holding History

WFG 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
2017
Q2 		$90K Buy
2,242
+866
+63% +$34.7K 0.02% 551
2017
Q1 		$56K Sell
1,376
-390
-22% -$15.7K 0.01% 632
2016
Q4 		$67K Hold
1,766
– – 0.02% 650
2016
Q3 		$66K Hold
1,766
– – 0.02% 639
2016
Q2 		$61K Hold
1,766
– – 0.02% 639
2016
Q1 		$36K Sell
1,766
-70
-4% -$1.37K 0.01% 754
2015
Q4 		$51K Sell
1,836
-1,930
-51% -$57.9K 0.02% 657
2015
Q3 		$120K Sell
3,766
-10
-0.3% -$418 0.04% 417
2015
Q2 		$183K Sell
3,776
-52
-1% -$2.7K 0.05% 366
2015
Q1 		$188K Buy
+3,828
New +$187K 0.05% 369
2014
Q4 		– Sell
-1,754
Closed -$105K – 2334
2014
Q3 		$105K Buy
1,754
+1
+0.1% +$59 0.02% 649
2014
Q2 		$105K Hold
1,753
– – 0.02% 647
2014
Q1 		$95K Sell
1,753
-318
-15% -$16.8K 0.02% 654
2013
Q4 		$110K Hold
2,071
– – 0.02% 709
2013
Q3 		$94K Buy
2,071
+347
+20% +$15.3K 0.01% 720
2013
Q2 		$78K Buy
+1,724
New +$70K 0.01% 749

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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 $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

WFG Advisors's WPZ Position: Q2 2017 in Review

WFG Advisors increased its Williams Partners L.P. (WPZ) stake by 63% in Q2 2017, buying an estimated $34.7K and bringing the position to 2,242 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #551.

WFG Advisors first reported a position in WPZ in Q2 2013 and has held it in 16 quarters since. The position peaked at $188K in Q1 2015. 295 funds tracked by Wall St. Rank hold WPZ as of Q2 2017.

  • WFG Advisors held 2,242 shares of Williams Partners L.P. worth $90K as of Q2 2017.
  • WFG Advisors bought 866 Williams Partners L.P. shares in Q2 2017, an estimated $34.7K.
  • Williams Partners L.P. made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #551 holding.
  • WFG Advisors first reported a position in Williams Partners L.P. in Q2 2013 and has held it in 16 quarters since.
  • WFG Advisors's Williams Partners L.P. position peaked at $188K in Q1 2015.
  • 295 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.