BSW
KMP

Buckingham Strategic Wealth’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Buckingham Strategic Wealth’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
-4,754
Closed -$443K – 219
2014
Q3 		$443K Sell
4,754
-123
-3% -$10.9K 0.18% 86
2014
Q2 		$401K Buy
4,877
+1,417
+41% +$109K 0.17% 96
2014
Q1 		$256K Sell
3,460
-116
-3% -$9.01K 0.12% 119
2013
Q4 		$288K Buy
+3,576
New +$288K 0.14% 109
2013
Q3 		– Sell
-3,059
Closed -$261K – 147
2013
Q2 		$261K Buy
+3,059
New +$266K 0.15% 102

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

Buckingham Strategic Wealth's KMP Position: Q4 2014 in Review

Buckingham Strategic Wealth sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 4,754 shares — an estimated $443K sold.

Buckingham Strategic Wealth first reported a position in KMP in Q2 2013 and held it in 5 quarters. The position peaked at $443K in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Buckingham Strategic Wealth reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 4,754 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $443K.
  • Buckingham Strategic Wealth first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 5 quarters.
  • Buckingham Strategic Wealth's KINDER MORGAN ENER PNTRS L.P. position peaked at $443K in Q3 2014.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2014, filed 17 Feb 2015.