YMRC
WPZ

Yorktown Management & Research Company’s Williams Partners L.P. WPZ Stock Holding History

Yorktown Management & Research Company’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 		– Sell
-23,024
Closed -$1.03M – 403
2013
Q2 		$1.03M Buy
+23,024
New +$935K 0.22% 88

Other funds holding WPZ

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Yorktown Management & Research Company's WPZ Position: Q3 2013 in Review

Yorktown Management & Research Company sold out of Williams Partners L.P. (WPZ) in Q3 2013, closing a stake of 23,024 shares — an estimated $1.03M sold.

Yorktown Management & Research Company first reported a position in WPZ in Q2 2013 and held it in 1 quarter. The position peaked at $1.03M in Q2 2013. 161 funds tracked by Wall St. Rank hold WPZ as of Q3 2013.

  • Yorktown Management & Research Company reported no remaining Williams Partners L.P. position as of Q3 2013 after selling out during the quarter.
  • Yorktown Management & Research Company sold 23,024 Williams Partners L.P. shares in Q3 2013, an estimated $1.03M.
  • Yorktown Management & Research Company first reported a position in Williams Partners L.P. in Q2 2013 and held it in 1 quarter.
  • Yorktown Management & Research Company's Williams Partners L.P. position peaked at $1.03M in Q2 2013.
  • 161 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q3 2013.

Based on Yorktown Management & Research Company's 13F filing for Q3 2013, filed 24 Oct 2013.