WCM
WPZ

Windsor Capital Management’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT 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
2014
Q1 		– Sell
-531
Closed -$25K – 395
2013
Q4 		$25K Hold
531
– – 0.01% 241
2013
Q3 		$26K Hold
531
– – 0.02% 250
2013
Q2 		$26K Buy
+531
New +$25.6K 0.02% 238

Other funds holding WPZ

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Windsor Capital Management's WPZ Position: Q1 2014 in Review

Windsor Capital Management sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2014, closing a stake of 531 shares — an estimated $25K sold.

Windsor Capital Management first reported a position in WPZ in Q2 2013 and held it in 3 quarters. The position peaked at $26K in Q3 2013. 283 funds tracked by Wall St. Rank hold WPZ as of Q1 2014.

  • Windsor Capital Management reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2014 after selling out during the quarter.
  • Windsor Capital Management sold 531 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2014, an estimated $25K.
  • Windsor Capital Management first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 3 quarters.
  • Windsor Capital Management's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $26K in Q3 2013.
  • 283 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2014.

Based on Windsor Capital Management's 13F filing for Q1 2014, filed 28 Apr 2014.