Annex Advisory Services’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Annex Advisory 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
2014 Q4	–	Sell	-3,035	Closed	-$283K	–	103
2014 Q3	$283K	Buy	3,035 +2	+0.1%	+$178	0.1%	62
2014 Q2	$249K	Buy	3,033 +200	+7%	+$15.4K	0.09%	69
2014 Q1	$210K	Buy	+2,833	New	+$220K	0.08%	80

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

Annex Advisory Services's KMP Position: Q4 2014 in Review

Annex Advisory Services sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 3,035 shares — an estimated $283K sold.

Annex Advisory Services first reported a position in KMP in Q1 2014 and held it in 3 quarters. The position peaked at $283K in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Annex Advisory Services reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Annex Advisory Services sold 3,035 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $283K.
Annex Advisory Services first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q1 2014 and held it in 3 quarters.
Annex Advisory Services's KINDER MORGAN ENER PNTRS L.P. position peaked at $283K in Q3 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Annex Advisory Services's 13F filing for Q4 2014, filed 6 Feb 2015.