IT
OILT

Independence Trust’s OILTANKING PARTNERS L P UIT LTD PARTNERSHIP INT (DE) OILT Stock Holding History

Independence Trust’s Portfolio OILT Stock Details OILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-8,038
Closed -$380K – 117
2014
Q2 		$380K Hold
8,038
– – 0.24% 75
2014
Q1 		$310K Buy
8,038
+290
+4% +$9.71K 0.21% 79
2013
Q4 		$240K Buy
+7,748
New +$228K 0.16% 93

Other funds holding OILT

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Independence Trust's OILT Position: Q3 2014 in Review

Independence Trust sold out of OILTANKING PARTNERS L P UIT LTD PARTNERSHIP INT (DE) (OILT) in Q3 2014, closing a stake of 8,038 shares — an estimated $380K sold.

Independence Trust first reported a position in OILT in Q4 2013 and held it in 3 quarters. The position peaked at $380K in Q2 2014. 79 funds tracked by Wall St. Rank hold OILT as of Q3 2014.

  • Independence Trust reported no remaining OILTANKING PARTNERS L P UIT LTD PARTNERSHIP INT (DE) position as of Q3 2014 after selling out during the quarter.
  • Independence Trust sold 8,038 OILTANKING PARTNERS L P UIT LTD PARTNERSHIP INT (DE) shares in Q3 2014, an estimated $380K.
  • Independence Trust first reported a position in OILTANKING PARTNERS L P UIT LTD PARTNERSHIP INT (DE) in Q4 2013 and held it in 3 quarters.
  • Independence Trust's OILTANKING PARTNERS L P UIT LTD PARTNERSHIP INT (DE) position peaked at $380K in Q2 2014.
  • 79 funds tracked by Wall St. Rank held OILTANKING PARTNERS L P UIT LTD PARTNERSHIP INT (DE) as of Q3 2014.

Based on Independence Trust's 13F filing for Q3 2014, filed 14 Oct 2014.