Avalon Investment & Advisory’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Avalon Investment & Advisory’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	-211,032	Closed	-$19.7M	–	260
2014 Q3	$19.7M	Sell	211,032 -756	-0.4%	-$67.3K	0.99%	28
2014 Q2	$17.4M	Sell	211,788 -2,855	-1%	-$220K	0.88%	33
2014 Q1	$15.9M	Buy	214,643 +967	+0.5%	+$75.1K	0.88%	35
2013 Q4	$17.2M	Sell	213,676 -100,827	-32%	-$8.13M	0.96%	29
2013 Q3	$25.1M	Sell	314,503 -3,612	-1%	-$299K	1.62%	13
2013 Q2	$27.2M	Buy	+318,115	New	+$27.7M	1.62%	12

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 $381M AUM 42.16% 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 $900M AUM 31.19% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

Avalon Investment & Advisory's KMP Position: Q4 2014 in Review

Avalon Investment & Advisory sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 211,032 shares — an estimated $19.7M sold.

Avalon Investment & Advisory first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $27.2M in Q2 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Avalon Investment & Advisory reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Avalon Investment & Advisory sold 211,032 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $19.7M.
Avalon Investment & Advisory first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
Avalon Investment & Advisory's KINDER MORGAN ENER PNTRS L.P. position peaked at $27.2M in Q2 2013.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Avalon Investment & Advisory's 13F filing for Q4 2014, filed 18 Feb 2015.