FNBT
WPZ

FineMark National Bank & Trust’s Williams Partners L.P. WPZ Stock Holding History

FineMark National Bank & Trust’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
Q1 		– Sell
-2,375
Closed -$91K – 1246
2016
Q4 		$91K Hold
2,375
– – 0.01% 496
2016
Q3 		$88K Buy
2,375
+2,323
+4,467% +$85.5K 0.01% 489
2016
Q2 		$2K Buy
+52
New +$1.54K ﹤0.01% 1249
2015
Q3 		– Sell
-476
Closed -$23K – 1640
2015
Q2 		$23K Sell
476
-959
-67% -$49.7K ﹤0.01% 858
2015
Q1 		$71K Buy
+1,435
New +$70K 0.01% 573

Other funds holding WPZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Goldman Sachs
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
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FineMark National Bank & Trust's WPZ Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Williams Partners L.P. (WPZ) in Q1 2017, closing a stake of 2,375 shares — an estimated $91K sold.

FineMark National Bank & Trust first reported a position in WPZ in Q1 2015 and held it in 5 quarters. The position peaked at $91K in Q4 2016. 288 funds tracked by Wall St. Rank hold WPZ as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Williams Partners L.P. position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 2,375 Williams Partners L.P. shares in Q1 2017, an estimated $91K.
  • FineMark National Bank & Trust first reported a position in Williams Partners L.P. in Q1 2015 and held it in 5 quarters.
  • FineMark National Bank & Trust's Williams Partners L.P. position peaked at $91K in Q4 2016.
  • 288 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.