WCM
WPZ

Windsor Capital Management’s Williams Partners L.P. WPZ Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-544
Closed -$17K – 562
2015
Q3 		$17K Buy
+544
New +$22.8K 0.01% 283

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Windsor Capital Management's WPZ Position: Q4 2015 in Review

Windsor Capital Management sold out of Williams Partners L.P. (WPZ) in Q4 2015, closing a stake of 544 shares — an estimated $17K sold.

Windsor Capital Management first reported a position in WPZ in Q3 2015 and held it in 1 quarter. The position peaked at $17K in Q3 2015. 265 funds tracked by Wall St. Rank hold WPZ as of Q4 2015.

  • Windsor Capital Management reported no remaining Williams Partners L.P. position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 544 Williams Partners L.P. shares in Q4 2015, an estimated $17K.
  • Windsor Capital Management first reported a position in Williams Partners L.P. in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Williams Partners L.P. position peaked at $17K in Q3 2015.
  • 265 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.