AP
KMP

Appleton Partners’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Appleton Partners’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
-2,325
Closed -$217K – 194
2014
Q3 		$217K Sell
2,325
-125
-5% -$11.1K 0.05% 174
2014
Q2 		$201K Sell
2,450
-300
-11% -$23.2K 0.05% 173
2014
Q1 		$203K Hold
2,750
– – 0.05% 167
2013
Q4 		$222K Hold
2,750
– – 0.05% 159
2013
Q3 		$220K Buy
2,750
+325
+13% +$26.9K 0.06% 153
2013
Q2 		$207K Buy
+2,425
New +$211K 0.06% 146

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

Appleton Partners's KMP Position: Q4 2014 in Review

Appleton Partners sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 2,325 shares — an estimated $217K sold.

Appleton Partners first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $222K in Q4 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Appleton Partners reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Appleton Partners sold 2,325 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $217K.
  • Appleton Partners first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
  • Appleton Partners's KINDER MORGAN ENER PNTRS L.P. position peaked at $222K in Q4 2013.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Appleton Partners's 13F filing for Q4 2014, filed 4 Feb 2015.