WP
NTI

WealthPLAN Partners’s NORTHERN TIER ENERGY LP CLASS A NTI Stock Holding History

WealthPLAN Partners’s Portfolio NTI Stock Details NTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$5.38K Buy
+624
New +$16.1K ﹤0.01% 1316
2015
Q2 		$5K Hold
200
– – ﹤0.01% 349
2015
Q1 		$5K Buy
+200
New +$4.61K ﹤0.01% 425

Other funds holding NTI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GCM
Grisanti Capital Management New York $163M AUM 5.09% 1-Year Est. Return

WealthPLAN Partners's NTI Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in NORTHERN TIER ENERGY LP CLASS A (NTI) in Q4 2015: 624 shares worth $5.38K. The stake represents ﹤0.01% of the portfolio and ranks #1316 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in NTI as recently as Q2 2015.

WealthPLAN Partners first reported a position in NTI in Q1 2015 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold NTI as of Q4 2015.

  • WealthPLAN Partners held 624 shares of NORTHERN TIER ENERGY LP CLASS A worth $5.38K as of Q4 2015.
  • NORTHERN TIER ENERGY LP CLASS A was a new WealthPLAN Partners position in Q4 2015.
  • NORTHERN TIER ENERGY LP CLASS A made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #1316 holding.
  • WealthPLAN Partners first reported a position in NORTHERN TIER ENERGY LP CLASS A in Q1 2015 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held NORTHERN TIER ENERGY LP CLASS A as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.