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

Trust Company of Vermont’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
2018 Q1	–	Sell	-260	Closed	-$10K	–	1024
2017 Q4	$10K	Hold	260	–	–	﹤0.01%	768
2017 Q3	$10K	Hold	260	–	–	﹤0.01%	741
2017 Q2	$10K	Hold	260	–	–	﹤0.01%	741
2017 Q1	$11K	Hold	260	–	–	﹤0.01%	698
2016 Q4	$10K	Hold	260	–	–	﹤0.01%	709
2016 Q3	$10K	Sell	260 -346	-57%	-$12.7K	﹤0.01%	679
2016 Q2	$21K	Hold	606	–	–	﹤0.01%	520
2016 Q1	$12K	Buy	+606	New	+$11.9K	﹤0.01%	580
2015 Q4	–	Sell	-606	Closed	-$19K	–	858
2015 Q3	$19K	Hold	606	–	–	﹤0.01%	548
2015 Q2	$30K	Hold	606	–	–	﹤0.01%	483
2015 Q1	$30K	Buy	+606	New	+$29.6K	﹤0.01%	478

Other funds holding WPZ

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCA

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

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

KACA

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

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

Trust Company of Vermont's WPZ Position: Q1 2018 in Review

Trust Company of Vermont sold out of Williams Partners L.P. (WPZ) in Q1 2018, closing a stake of 260 shares — an estimated $10K sold.

Trust Company of Vermont first reported a position in WPZ in Q1 2015 and held it in 11 quarters. The position peaked at $30K in Q2 2015. 298 funds tracked by Wall St. Rank hold WPZ as of Q1 2018.

Trust Company of Vermont reported no remaining Williams Partners L.P. position as of Q1 2018 after selling out during the quarter.
Trust Company of Vermont sold 260 Williams Partners L.P. shares in Q1 2018, an estimated $10K.
Trust Company of Vermont first reported a position in Williams Partners L.P. in Q1 2015 and held it in 11 quarters.
Trust Company of Vermont's Williams Partners L.P. position peaked at $30K in Q2 2015.
298 funds tracked by Wall St. Rank held Williams Partners L.P. as of Q1 2018.

Based on Trust Company of Vermont's 13F filing for Q1 2018, filed 18 May 2018.