Trust Company of Vermont’s WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT 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
2015 Q1	–	Sell	-743	Closed	-$31K	–	833
2014 Q4	$31K	Hold	743	–	–	﹤0.01%	480
2014 Q3	$37K	Buy	743 +425	+134%	+$21.2K	0.01%	442
2014 Q2	$16K	Hold	318	–	–	﹤0.01%	565
2014 Q1	$15K	Hold	318	–	–	﹤0.01%	570
2013 Q4	$15K	Hold	318	–	–	﹤0.01%	544
2013 Q3	$16K	Hold	318	–	–	﹤0.01%	507
2013 Q2	$15K	Buy	+318	New	+$15.3K	﹤0.01%	516

Other funds holding WPZ

TCA

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

SCM

Samson Capital Management Leawood, Kansas $53.2M AUM 2.55% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

SIC

Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return

CVSCT

C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Trust Company of Vermont's WPZ Position: Q1 2015 in Review

Trust Company of Vermont sold out of WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT (WPZ) in Q1 2015, closing a stake of 743 shares — an estimated $31K sold.

Trust Company of Vermont first reported a position in WPZ in Q2 2013 and held it in 7 quarters. The position peaked at $37K in Q3 2014. 43 funds tracked by Wall St. Rank hold WPZ as of Q1 2015.

Trust Company of Vermont reported no remaining WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position as of Q1 2015 after selling out during the quarter.
Trust Company of Vermont sold 743 WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT shares in Q1 2015, an estimated $31K.
Trust Company of Vermont first reported a position in WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT in Q2 2013 and held it in 7 quarters.
Trust Company of Vermont's WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT position peaked at $37K in Q3 2014.
43 funds tracked by Wall St. Rank held WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT as of Q1 2015.

Based on Trust Company of Vermont's 13F filing for Q1 2015, filed 1 Jun 2015.