Baltimore-Washington Financial Advisors’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Baltimore-Washington Financial 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	-11,750	Closed	-$1.1M	–	328
2014 Q3	$1.1M	Sell	11,750 -31,025	-73%	-$2.76M	0.35%	72
2014 Q2	$3.52M	Sell	42,775 -4,415	-9%	-$341K	1.09%	41
2014 Q1	$3.49M	Sell	47,190 -9,295	-16%	-$722K	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%	+$211K	1.73%	22
2013 Q2	$4.46M	Buy	+52,250	New	+$4.55M	1.93%	9

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

Baltimore-Washington Financial Advisors's KMP Position: Q4 2014 in Review

Baltimore-Washington Financial Advisors sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 11,750 shares — an estimated $1.1M sold.

Baltimore-Washington Financial Advisors first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $4.56M in Q4 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Baltimore-Washington Financial Advisors reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 11,750 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $1.1M.
Baltimore-Washington Financial Advisors first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
Baltimore-Washington Financial Advisors's KINDER MORGAN ENER PNTRS L.P. position peaked at $4.56M in Q4 2013.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2014, filed 21 Jan 2015.