ITIM
WPZ

Indiana Trust & Investment Management’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT WPZ Stock Holding History

Indiana Trust & Investment Management’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
Q1 		– Sell
-281
Closed -$13K – 292
2013
Q4 		$13K Hold
281
– – 0.01% 239
2013
Q3 		$14K Buy
+281
New +$13.5K 0.01% 242

Other funds holding WPZ

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 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
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Indiana Trust & Investment Management's WPZ Position: Q1 2014 in Review

Indiana Trust & Investment Management sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2014, closing a stake of 281 shares — an estimated $13K sold.

Indiana Trust & Investment Management first reported a position in WPZ in Q3 2013 and held it in 2 quarters. The position peaked at $14K in Q3 2013. 283 funds tracked by Wall St. Rank hold WPZ as of Q1 2014.

  • Indiana Trust & Investment Management reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2014 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 281 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2014, an estimated $13K.
  • Indiana Trust & Investment Management first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q3 2013 and held it in 2 quarters.
  • Indiana Trust & Investment Management's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $14K in Q3 2013.
  • 283 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2014.

Based on Indiana Trust & Investment Management's 13F filing for Q1 2014, filed 28 May 2014.