WG
WPZ

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

Winchester 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
2013
Q3 		$276K Sell
6,074
-11,947
-66% -$528K 0.06% 174
2013
Q2 		$810K Buy
+18,021
New +$732K 0.17% 123

Other funds holding WPZ

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Winchester Group's WPZ Position: Q3 2013 in Review

Winchester Group reduced its Williams Partners L.P. (WPZ) stake by 66% in Q3 2013, selling an estimated $528K and leaving 6,074 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #174.

Winchester Group first reported a position in WPZ in Q2 2013 and has held it in 2 quarters since. The position peaked at $810K in Q2 2013. 161 funds tracked by Wall St. Rank hold WPZ as of Q3 2013.

  • Winchester Group held 6,074 shares of Williams Partners L.P. worth $276K as of Q3 2013.
  • Winchester Group sold 11,947 Williams Partners L.P. shares in Q3 2013, an estimated $528K.
  • Williams Partners L.P. made up 0.06% of Winchester Group's portfolio in Q3 2013, its #174 holding.
  • Winchester Group first reported a position in Williams Partners L.P. in Q2 2013 and has held it in 2 quarters since.
  • Winchester Group's Williams Partners L.P. position peaked at $810K in Q2 2013.
  • 161 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.