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

AmeriServ Wealth Advisors’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	-3,619	Closed	-$338K	–	130
2014 Q3	$338K	Sell	3,619 -100	-3%	-$8.9K	0.58%	65
2014 Q2	$306K	Buy	3,719 +100	+3%	+$7.72K	0.33%	83
2014 Q1	$268K	Sell	3,619 -196	-5%	-$15.2K	0.27%	100
2013 Q4	$308K	Sell	3,815 -17	-0.4%	-$1.37K	0.18%	132
2013 Q3	$306K	Sell	3,832 -350	-8%	-$29K	0.19%	130
2013 Q2	$357K	Buy	+4,182	New	+$364K	0.23%	123

Other funds holding KMP

SIC

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

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

AmeriServ Wealth Advisors's KMP Position: Q4 2014 in Review

AmeriServ Wealth Advisors sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 3,619 shares — an estimated $338K sold.

AmeriServ Wealth Advisors first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $357K in Q2 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

AmeriServ Wealth Advisors reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
AmeriServ Wealth Advisors sold 3,619 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $338K.
AmeriServ Wealth Advisors first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
AmeriServ Wealth Advisors's KINDER MORGAN ENER PNTRS L.P. position peaked at $357K in Q2 2013.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

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