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

Private Trust Company’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	-375	Closed	-$22K	–	1666
2014 Q3	$22K	Hold	375	–	–	0.01%	825
2014 Q2	$22K	Hold	375	–	–	0.01%	810
2014 Q1	$20K	Hold	375	–	–	0.01%	741
2013 Q4	$20K	Hold	375	–	–	0.01%	713
2013 Q3	$17K	Buy	+375	New	+$16.6K	0.01%	728

Other funds holding WPZ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 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 $1.56T AUM 27.86% 1-Year Est. Return

Private Trust Company's WPZ Position: Q4 2014 in Review

Private Trust Company sold out of Williams Partners L.P. (WPZ) in Q4 2014, closing a stake of 375 shares — an estimated $22K sold.

Private Trust Company first reported a position in WPZ in Q3 2013 and held it in 5 quarters. The position peaked at $22K in Q3 2014. 184 funds tracked by Wall St. Rank hold WPZ as of Q4 2014.

Private Trust Company reported no remaining Williams Partners L.P. position as of Q4 2014 after selling out during the quarter.
Private Trust Company sold 375 Williams Partners L.P. shares in Q4 2014, an estimated $22K.
Private Trust Company first reported a position in Williams Partners L.P. in Q3 2013 and held it in 5 quarters.
Private Trust Company's Williams Partners L.P. position peaked at $22K in Q3 2014.
184 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.