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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 |
CCM
1
Cohen Capital Management
Corte Madera,
California
| $2.71M | – | – | – |
|
| 2 |
AAA
2
Adams Asset Advisors
Dallas,
Texas
| $2.02M | – | – | – |
|
| 3 |
GIM
3
Grassi Investment Management
Santa Clara,
California
| $904K | +$114K | +3,000 | +14% |
|
| 4 |
NFC
4
Northeast Financial Consultants
Westport,
Connecticut
| $811K | – | – | – |
|
| 5 |
CIA
5
Capital Investment Advisors
Atlanta,
Georgia
| $487K | -$16.5K | -433 | -3% |
|
| 6 |
SG
6
Somerset Group
Wayzata,
Minnesota
| $472K | +$202K | +5,300 | +75% |
|
| 7 |
WIA
7
Westbourne Investment Advisors
Annapolis,
Maryland
| $439K | -$30K | -790 | -6% |
|
| 8 |
WPEP
8
Walnut Private Equity Partners
Omaha,
Nebraska
| $160K | -$2.66M | -70,000 | -94% |
|
| 9 |
VIA
9
Vantage Investment Advisors
State College,
Pennsylvania
| $7K | – | – | – |
|
| 10 |
VWM
10
Valley Wealth Managers
Paramus,
New Jersey
| – | -$72K | -1,924 | Closed |
|
| 11 |
PH
11
Pinnacle Holdings
Tulsa,
Oklahoma
| – | -$42.6K | -1,146 | Closed |
|