BFA
KMP

Beaumont Financial Advisors’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Beaumont 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
-59,347
Closed -$5.54M – 178
2014
Q3 		$5.54M Buy
59,347
+1,311
+2% +$117K 0.36% 70
2014
Q2 		$4.77M Buy
58,036
+10,520
+22% +$812K 0.34% 76
2014
Q1 		$3.51M Buy
47,516
+5,419
+13% +$421K 0.29% 68
2013
Q4 		$3.4M Sell
42,097
-8,733
-17% -$704K 0.28% 73
2013
Q3 		$4.06M Buy
+50,830
New +$4.21M 0.36% 66

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

Beaumont Financial Advisors's KMP Position: Q4 2014 in Review

Beaumont Financial Advisors sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 59,347 shares — an estimated $5.54M sold.

Beaumont Financial Advisors first reported a position in KMP in Q3 2013 and held it in 5 quarters. The position peaked at $5.54M in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Beaumont Financial Advisors reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Beaumont Financial Advisors sold 59,347 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $5.54M.
  • Beaumont Financial Advisors first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q3 2013 and held it in 5 quarters.
  • Beaumont Financial Advisors's KINDER MORGAN ENER PNTRS L.P. position peaked at $5.54M in Q3 2014.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Beaumont Financial Advisors's 13F filing for Q4 2014, filed 28 Jan 2015.