FNBT
WPZ

FineMark National Bank & Trust’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT 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
2013
Q3 		– Sell
-835
Closed -$41K – 1686
2013
Q2 		$41K Buy
+835
New +$40.3K 0.01% 611

Other funds holding WPZ

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
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ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 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: Q3 2013 in Review

FineMark National Bank & Trust sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q3 2013, closing a stake of 835 shares — an estimated $41K sold.

FineMark National Bank & Trust first reported a position in WPZ in Q2 2013 and held it in 1 quarter. The position peaked at $41K in Q2 2013. 271 funds tracked by Wall St. Rank hold WPZ as of Q3 2013.

  • FineMark National Bank & Trust reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q3 2013 after selling out during the quarter.
  • FineMark National Bank & Trust sold 835 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q3 2013, an estimated $41K.
  • FineMark National Bank & Trust first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 1 quarter.
  • FineMark National Bank & Trust's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $41K in Q2 2013.
  • 271 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q3 2013.

Based on FineMark National Bank & Trust's 13F filing for Q3 2013, filed 14 Nov 2013.