Carson Wealth (CWM LLC)
KMP

Carson Wealth (CWM LLC)’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-610
Closed -$49K – 618
2013
Q4 		$49K Buy
610
+110
+22% +$8.87K 0.01% 268
2013
Q3 		$40K Buy
+500
New +$41.4K 0.01% 201

Other funds holding KMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KMP Position: Q1 2014 in Review

Carson Wealth (CWM LLC) sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q1 2014, closing a stake of 610 shares — an estimated $49K sold.

Carson Wealth (CWM LLC) first reported a position in KMP in Q3 2013 and held it in 2 quarters. The position peaked at $49K in Q4 2013. 679 funds tracked by Wall St. Rank hold KMP as of Q1 2014.

  • Carson Wealth (CWM LLC) reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q1 2014 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 610 KINDER MORGAN ENER PNTRS L.P. shares in Q1 2014, an estimated $49K.
  • Carson Wealth (CWM LLC) first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q3 2013 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s KINDER MORGAN ENER PNTRS L.P. position peaked at $49K in Q4 2013.
  • 679 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q1 2014.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2014, filed 16 May 2014.