BWFA
KMP
Baltimore-Washington Financial Advisors’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-11,750
| Closed | -$1.1M | – | 328 |
|
|
2014
Q3 | $1.1M | Sell |
11,750
-31,025
| -73% | -$2.89M | 0.35% | 72 |
|
|
2014
Q2 | $3.52M | Sell |
42,775
-4,415
| -9% | -$363K | 1.09% | 41 |
|
|
2014
Q1 | $3.49M | Sell |
47,190
-9,295
| -16% | -$687K | 1.19% | 39 |
|
|
2013
Q4 | $4.56M | Buy |
56,485
+1,690
| +3% | +$136K | 1.54% | 24 |
|
|
2013
Q3 | $4.37M | Buy |
54,795
+2,545
| +5% | +$203K | 1.73% | 22 |
|
|
2013
Q2 | $4.46M | Buy |
+52,250
| New | +$4.46M | 1.93% | 9 |
|