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WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
WPZ
Delisted
WPZ was delisted on the 2nd of February, 2015.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
WPEP
1
Walnut Private Equity Partners
Omaha,
Nebraska
| $2.57M | -$4.4K | -127 | -0.2% |
|
| 2 |
CCM
2
Cohen Capital Management
Corte Madera,
California
| $2.47M | – | – | – |
|
| 3 |
AAA
3
Adams Asset Advisors
Dallas,
Texas
| $1.65M | +$83.7K | +2,417 | +5% |
|
| 4 |
GIM
4
Grassi Investment Management
Santa Clara,
California
| $885K | -$28K | -809 | -3% |
|
| 5 |
NFC
5
Northeast Financial Consultants
Westport,
Connecticut
| $783K | -$30K | -866 | -4% |
|
| 6 |
WIA
6
Westbourne Investment Advisors
Annapolis,
Maryland
| $479K | +$17.4K | +504 | +4% |
|
| 7 |
CIA
7
Capital Investment Advisors
Atlanta,
Georgia
| $451K | – | – | – |
|
| 8 |
HAG
8
HighPoint Advisor Group
Downers Grove,
Illinois
| $301K | +$7.33K | +202 | +2% |
|
| 9 |
SG
9
Somerset Group
Wayzata,
Minnesota
| $246K | -$126K | -3,632 | -34% |
|
| 10 |
PH
10
Pinnacle Holdings
Tulsa,
Oklahoma
| $39.7K | – | – | – |
|
| 11 |
VIA
11
Vantage Investment Advisors
State College,
Pennsylvania
| $6K | – | – | – |
|
| 12 |
TWA
12
TCI Wealth Advisors
Tucson,
Arizona
| – | -$11K | -533 | Closed |
|