YorkBridge Wealth Partners’s Williams Partners L.P. WPZ Stock Holding History

YorkBridge Wealth 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
2017 Q4	–	Sell	-199	Closed	-$8K	–	958
2017 Q3	$8K	Hold	199	–	–	﹤0.01%	668
2017 Q2	$8K	Sell	199 -133	-40%	-$5.32K	﹤0.01%	668
2017 Q1	$14K	Buy	332 +199	+150%	+$8K	0.01%	582
2016 Q4	$5K	Buy	+133	New	+$4.78K	﹤0.01%	688

Other funds holding WPZ

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

YorkBridge Wealth Partners's WPZ Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of Williams Partners L.P. (WPZ) in Q4 2017, closing a stake of 199 shares — an estimated $8K sold.

YorkBridge Wealth Partners first reported a position in WPZ in Q4 2016 and held it in 4 quarters. The position peaked at $14K in Q1 2017. 305 funds tracked by Wall St. Rank hold WPZ as of Q4 2017.

YorkBridge Wealth Partners reported no remaining Williams Partners L.P. position as of Q4 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 199 Williams Partners L.P. shares in Q4 2017, an estimated $8K.
YorkBridge Wealth Partners first reported a position in Williams Partners L.P. in Q4 2016 and held it in 4 quarters.
YorkBridge Wealth Partners's Williams Partners L.P. position peaked at $14K in Q1 2017.
305 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.