CA
KMP

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

CapWealth 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
-3,603
Closed -$336K – 343
2014
Q3 		$336K Sell
3,603
-3,128
-46% -$278K 0.08% 72
2014
Q2 		$553K Buy
6,731
+632
+10% +$48.8K 0.13% 66
2014
Q1 		$451K Sell
6,099
-793
-12% -$61.6K 0.12% 61
2013
Q4 		$556K Sell
6,892
-2,871
-29% -$232K 0.14% 66
2013
Q3 		$779K Sell
9,763
-89
-0.9% -$7.37K 0.22% 61
2013
Q2 		$841K Buy
+9,852
New +$857K 0.25% 64

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 $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 $1.5B AUM 13.03% 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 $2.05B AUM 30.62% 1-Year Est. Return

CapWealth Advisors's KMP Position: Q4 2014 in Review

CapWealth Advisors sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 3,603 shares — an estimated $336K sold.

CapWealth Advisors first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $841K in Q2 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • CapWealth Advisors reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • CapWealth Advisors sold 3,603 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $336K.
  • CapWealth Advisors first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
  • CapWealth Advisors's KINDER MORGAN ENER PNTRS L.P. position peaked at $841K in Q2 2013.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

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