BFG
KMP

Beacon Financial Group’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Beacon Financial Group’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
-3,788
Closed -$354K – 211
2014
Q3 		$354K Sell
3,788
-451
-11% -$40.1K 0.08% 139
2014
Q2 		$345K Buy
4,239
+131
+3% +$10.1K 0.08% 134
2014
Q1 		$303K Sell
4,108
-30,296
-88% -$2.35M 0.06% 149
2013
Q4 		$2.77M Buy
34,404
+1,017
+3% +$82K 0.53% 50
2013
Q3 		$2.67M Buy
+33,387
New +$2.77M 0.57% 48

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

Beacon Financial Group's KMP Position: Q4 2014 in Review

Beacon Financial Group sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 3,788 shares — an estimated $354K sold.

Beacon Financial Group first reported a position in KMP in Q3 2013 and held it in 5 quarters. The position peaked at $2.77M in Q4 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Beacon Financial Group reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Beacon Financial Group sold 3,788 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $354K.
  • Beacon Financial Group first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q3 2013 and held it in 5 quarters.
  • Beacon Financial Group's KINDER MORGAN ENER PNTRS L.P. position peaked at $2.77M in Q4 2013.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Beacon Financial Group's 13F filing for Q4 2014, filed 15 Jan 2015.