WA
WPZ

WFG Advisors’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT 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
2015
Q1 		– Sell
-1,115
Closed -$47K – 2292
2014
Q4 		$47K Sell
1,115
-176
-14% -$8.28K 0.01% 916
2014
Q3 		$65K Buy
1,291
+690
+115% +$34.3K 0.01% 824
2014
Q2 		$31K Buy
601
+221
+58% +$10.9K 0.01% 1107
2014
Q1 		$18K Sell
380
-876
-70% -$41.2K ﹤0.01% 1295
2013
Q4 		$60K Sell
1,256
-151
-11% -$7.24K 0.01% 935
2013
Q3 		$70K Buy
1,407
+233
+20% +$11.2K 0.01% 811
2013
Q2 		$57K Buy
+1,174
New +$56.7K 0.01% 841

Other funds holding WPZ

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
TT
Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return
SCM
Samson Capital Management Leawood, Kansas $53.2M AUM 2.55% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

WFG Advisors's WPZ Position: Q1 2015 in Review

WFG Advisors sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 1,115 shares — an estimated $47K sold.

WFG Advisors first reported a position in WPZ in Q2 2013 and held it in 7 quarters. The position peaked at $70K in Q3 2013. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

  • WFG Advisors reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 1,115 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $47K.
  • WFG Advisors first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $70K in Q3 2013.
  • 43 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.