CAI
KMP

Capital Advisors Inc’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Capital Advisors Inc’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
-32,743
Closed -$3.05M – 133
2014
Q3 		$3.05M Sell
32,743
-17,189
-34% -$1.53M 0.63% 55
2014
Q2 		$4.1M Buy
49,932
+1,011
+2% +$78K 0.8% 57
2014
Q1 		$3.62M Buy
48,921
+154
+0.3% +$12K 0.79% 54
2013
Q4 		$3.93M Buy
48,767
+731
+2% +$59K 0.87% 53
2013
Q3 		$3.83M Buy
48,036
+44,465
+1,245% +$3.68M 0.92% 51
2013
Q2 		$305K Buy
+3,571
New +$311K 0.08% 90

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

Capital Advisors Inc's KMP Position: Q4 2014 in Review

Capital Advisors Inc sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 32,743 shares — an estimated $3.05M sold.

Capital Advisors Inc first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $4.1M in Q2 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Capital Advisors Inc reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Capital Advisors Inc sold 32,743 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $3.05M.
  • Capital Advisors Inc first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
  • Capital Advisors Inc's KINDER MORGAN ENER PNTRS L.P. position peaked at $4.1M in Q2 2014.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Capital Advisors Inc's 13F filing for Q4 2014, filed 11 Feb 2015.