Bradley Foster & Sargent’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Bradley Foster & Sargent’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	-130,991	Closed	-$12.2M	–	370
2014 Q3	$12.2M	Sell	130,991 -3,300	-2%	-$294K	0.58%	63
2014 Q2	$11M	Buy	134,291 +2,228	+2%	+$172K	0.54%	65
2014 Q1	$9.77M	Sell	132,063 -11,922	-8%	-$926K	0.51%	66
2013 Q4	$11.6M	Buy	143,985 +2,950	+2%	+$238K	0.62%	57
2013 Q3	$11.3M	Sell	141,035 -7,276	-5%	-$603K	0.66%	51
2013 Q2	$12.7M	Buy	+148,311	New	+$12.9M	0.78%	44

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

Bradley Foster & Sargent's KMP Position: Q4 2014 in Review

Bradley Foster & Sargent sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 130,991 shares — an estimated $12.2M sold.

Bradley Foster & Sargent first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $12.7M in Q2 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Bradley Foster & Sargent reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Bradley Foster & Sargent sold 130,991 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $12.2M.
Bradley Foster & Sargent first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
Bradley Foster & Sargent's KINDER MORGAN ENER PNTRS L.P. position peaked at $12.7M in Q2 2013.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Bradley Foster & Sargent's 13F filing for Q4 2014, filed 9 Feb 2015.