AW
KMP

ACG Wealth’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

ACG Wealth’s Portfolio KMP Stock Details KMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,620
Closed -$244K – 221
2014
Q3 		$244K Sell
2,620
-1,366
-34% -$122K 0.07% 168
2014
Q2 		$328K Sell
3,986
-6,148
-61% -$474K 0.06% 166
2014
Q1 		$749K Sell
10,134
-3,049
-23% -$237K 0.22% 97
2013
Q4 		$1.06M Sell
13,183
-2,248
-15% -$181K 0.27% 86
2013
Q3 		$1.23M Buy
15,431
+1,301
+9% +$108K 0.51% 60
2013
Q2 		$1.21M Buy
+14,130
New +$1.23M 0.47% 63

Other funds holding KMP

SIC
Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
GIM
Groesbeck Investment Management Paramus, New Jersey $62.8M AUM 52.32% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return
WCM
Wunderlich Capital Managemnt Memphis, Tennessee $224M AUM 21.93% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

ACG Wealth's KMP Position: Q4 2014 in Review

ACG Wealth sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 2,620 shares — an estimated $244K sold.

ACG Wealth first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $1.23M in Q3 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • ACG Wealth reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • ACG Wealth sold 2,620 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $244K.
  • ACG Wealth first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
  • ACG Wealth's KINDER MORGAN ENER PNTRS L.P. position peaked at $1.23M in Q3 2013.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on ACG Wealth's 13F filing for Q4 2014, filed 12 Feb 2015.