Bank of Montreal’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Bank of Montreal’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	-50,820	Closed	-$4.74M	–	4357
2014 Q3	$4.74M	Sell	50,820 -7,607	-13%	-$677K	0.01%	1107
2014 Q2	$4.8M	Buy	58,427 +11,847	+25%	+$914K	0.01%	1097
2014 Q1	$3.44M	Buy	46,580 +583	+1%	+$45.3K	﹤0.01%	1088
2013 Q4	$3.71M	Sell	45,997 -11,337	-20%	-$915K	0.01%	939
2013 Q3	$4.58M	Buy	57,334 +2,553	+5%	+$211K	0.01%	815
2013 Q2	$4.68M	Buy	+54,781	New	+$4.77M	0.01%	751

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 13.68% 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

Bank of Montreal's KMP Position: Q4 2014 in Review

Bank of Montreal sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 50,820 shares — an estimated $4.74M sold.

Bank of Montreal first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $4.8M in Q2 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Bank of Montreal reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Bank of Montreal sold 50,820 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $4.74M.
Bank of Montreal first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
Bank of Montreal's KINDER MORGAN ENER PNTRS L.P. position peaked at $4.8M in Q2 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Bank of Montreal's 13F filing for Q4 2014, filed 9 Feb 2015.