YP
WPZ

Yellowstone Partners’s Williams Partners L.P. WPZ Stock Holding History

Yellowstone Partners’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
2016
Q3 		$309K Sell
8,301
-1,399
-14% -$51.5K 0.11% 158
2016
Q2 		$336K Buy
+9,700
New +$287K 0.14% 130

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
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Yellowstone Partners's WPZ Position: Q3 2016 in Review

Yellowstone Partners reduced its Williams Partners L.P. (WPZ) stake by 14% in Q3 2016, selling an estimated $51.5K and leaving 8,301 shares worth $309K. The position accounts for 0.11% of the portfolio, ranked #158.

Yellowstone Partners first reported a position in WPZ in Q2 2016 and has held it in 2 quarters since. The position peaked at $336K in Q2 2016. 260 funds tracked by Wall St. Rank hold WPZ as of Q3 2016.

  • Yellowstone Partners held 8,301 shares of Williams Partners L.P. worth $309K as of Q3 2016.
  • Yellowstone Partners sold 1,399 Williams Partners L.P. shares in Q3 2016, an estimated $51.5K.
  • Williams Partners L.P. made up 0.11% of Yellowstone Partners's portfolio in Q3 2016, its #158 holding.
  • Yellowstone Partners first reported a position in Williams Partners L.P. in Q2 2016 and has held it in 2 quarters since.
  • Yellowstone Partners's Williams Partners L.P. position peaked at $336K in Q2 2016.
  • 260 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2016.

Based on Yellowstone Partners's 13F filing for Q3 2016, filed 27 Oct 2016.