BT
KMP

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

Beacon Trust’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
Q2 		– Sell
-3,605
Closed -$267K – 210
2014
Q1 		$267K Sell
3,605
-1,835
-34% -$143K 0.05% 154
2013
Q4 		$439K Sell
5,440
-672
-11% -$54.2K 0.08% 133
2013
Q3 		$488K Buy
6,112
+787
+15% +$65.2K 0.09% 124
2013
Q2 		$455K Buy
+5,325
New +$463K 0.09% 127

Other funds holding KMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Beacon Trust's KMP Position: Q2 2014 in Review

Beacon Trust sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q2 2014, closing a stake of 3,605 shares — an estimated $267K sold.

Beacon Trust first reported a position in KMP in Q2 2013 and held it in 4 quarters. The position peaked at $488K in Q3 2013. 685 funds tracked by Wall St. Rank hold KMP as of Q2 2014.

  • Beacon Trust reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q2 2014 after selling out during the quarter.
  • Beacon Trust sold 3,605 KINDER MORGAN ENER PNTRS L.P. shares in Q2 2014, an estimated $267K.
  • Beacon Trust first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 4 quarters.
  • Beacon Trust's KINDER MORGAN ENER PNTRS L.P. position peaked at $488K in Q3 2013.
  • 685 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q2 2014.

Based on Beacon Trust's 13F filing for Q2 2014, filed 28 Jul 2014.