AWMS
KMP

Advocacy Wealth Management Services’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Advocacy Wealth Management Services’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
2013
Q3 		$76K Buy
948
+300
+46% +$24.8K 0.21% 85
2013
Q2 		$55K Buy
+648
New +$56.4K 0.22% 84

Other funds holding KMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
SF
Sarofim Fayez Houston, Texas $20.5B AUM
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Advocacy Wealth Management Services's KMP Position: Q3 2013 in Review

Advocacy Wealth Management Services increased its KINDER MORGAN ENER PNTRS L.P. (KMP) stake by 46% in Q3 2013, buying an estimated $24.8K and bringing the position to 948 shares worth $76K. The position accounts for 0.21% of the portfolio, ranked #85.

Advocacy Wealth Management Services first reported a position in KMP in Q2 2013 and has held it in 2 quarters since. 642 funds tracked by Wall St. Rank hold KMP as of Q3 2013.

  • Advocacy Wealth Management Services held 948 shares of KINDER MORGAN ENER PNTRS L.P. worth $76K as of Q3 2013.
  • Advocacy Wealth Management Services bought 300 KINDER MORGAN ENER PNTRS L.P. shares in Q3 2013, an estimated $24.8K.
  • KINDER MORGAN ENER PNTRS L.P. made up 0.21% of Advocacy Wealth Management Services's portfolio in Q3 2013, its #85 holding.
  • Advocacy Wealth Management Services first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and has held it in 2 quarters since.
  • 642 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q3 2013.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2013, filed 14 Nov 2013.