Blue Bell Private Wealth Management’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Blue Bell Private Wealth Management’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	-666	Closed	-$62K	–	451
2014 Q3	$62K	Hold	666	–	–	0.04%	212
2014 Q2	$55K	Hold	666	–	–	0.03%	210
2014 Q1	$49K	Hold	666	–	–	0.03%	190
2013 Q4	$54K	Buy	+666	New	+$53.7K	0.04%	183

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

Blue Bell Private Wealth Management's KMP Position: Q4 2014 in Review

Blue Bell Private Wealth Management sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 666 shares — an estimated $62K sold.

Blue Bell Private Wealth Management first reported a position in KMP in Q4 2013 and held it in 4 quarters. The position peaked at $62K in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Blue Bell Private Wealth Management reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Blue Bell Private Wealth Management sold 666 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $62K.
Blue Bell Private Wealth Management first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q4 2013 and held it in 4 quarters.
Blue Bell Private Wealth Management's KINDER MORGAN ENER PNTRS L.P. position peaked at $62K in Q3 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2014, filed 22 Jan 2015.