Independence Trust’s Williams Partners L.P. WPZ Stock Holding History

Independence 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
2014 Q4	–	Sell	-3,714	Closed	-$223K	–	145
2014 Q3	$223K	Sell	3,714 -6,394	-63%	-$378K	0.15%	89
2014 Q2	$605K	Sell	10,108 -2,986	-23%	-$170K	0.39%	45
2014 Q1	$710K	Sell	13,094 -1,917	-13%	-$101K	0.49%	36
2013 Q4	$800K	Sell	15,011 -621	-4%	-$30.4K	0.55%	32
2013 Q3	$712K	Sell	15,632 -1,660	-10%	-$73.4K	0.53%	33
2013 Q2	$777K	Buy	+17,292	New	+$703K	0.56%	34

Other funds holding WPZ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independence Trust's WPZ Position: Q4 2014 in Review

Independence Trust sold out of Williams Partners L.P. (WPZ) in Q4 2014, closing a stake of 3,714 shares — an estimated $223K sold.

Independence Trust first reported a position in WPZ in Q2 2013 and held it in 6 quarters. The position peaked at $800K in Q4 2013. 184 funds tracked by Wall St. Rank hold WPZ as of Q4 2014.

Independence Trust reported no remaining Williams Partners L.P. position as of Q4 2014 after selling out during the quarter.
Independence Trust sold 3,714 Williams Partners L.P. shares in Q4 2014, an estimated $223K.
Independence Trust first reported a position in Williams Partners L.P. in Q2 2013 and held it in 6 quarters.
Independence Trust's Williams Partners L.P. position peaked at $800K in Q4 2013.
184 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2014.

Based on Independence Trust's 13F filing for Q4 2014, filed 12 Jan 2015.