ZIM
WPZ

Zacks Investment Management’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Zacks Investment 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
Q3 		– Sell
-4,244
Closed -$217K – 852
2014
Q2 		$217K Sell
4,244
-616
-13% -$30.4K 0.01% 636
2014
Q1 		$233K Sell
4,860
-196
-4% -$9.21K 0.01% 602
2013
Q4 		$242K Sell
5,056
-67
-1% -$3.21K 0.01% 618
2013
Q3 		$255K Buy
5,123
+853
+20% +$40.8K 0.01% 564
2013
Q2 		$208K Buy
+4,270
New +$206K 0.01% 563

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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Zacks Investment Management's WPZ Position: Q3 2014 in Review

Zacks Investment Management sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q3 2014, closing a stake of 4,244 shares — an estimated $217K sold.

Zacks Investment Management first reported a position in WPZ in Q2 2013 and held it in 5 quarters. The position peaked at $255K in Q3 2013. 297 funds tracked by Wall St. Rank hold WPZ as of Q3 2014.

  • Zacks Investment Management reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q3 2014 after selling out during the quarter.
  • Zacks Investment Management sold 4,244 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q3 2014, an estimated $217K.
  • Zacks Investment Management first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 5 quarters.
  • Zacks Investment Management's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $255K in Q3 2013.
  • 297 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q3 2014.

Based on Zacks Investment Management's 13F filing for Q3 2014, filed 13 Nov 2014.