Chevy Chase Trust
KMP

Chevy Chase Trust’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Chevy Chase Trust’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
-17,750
Closed -$1.66M – 729
2014
Q3 		$1.66M Hold
17,750
– – 0.01% 555
2014
Q2 		$1.46M Buy
17,750
+200
+1% +$15.4K 0.01% 560
2014
Q1 		$1.3M Sell
17,550
-1,894
-10% -$147K 0.01% 560
2013
Q4 		$1.57M Sell
19,444
-1,306
-6% -$105K 0.01% 546
2013
Q3 		$1.66M Sell
20,750
-418
-2% -$34.6K 0.01% 552
2013
Q2 		$1.81M Buy
+21,168
New +$1.84M 0.02% 538

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

Chevy Chase Trust's KMP Position: Q4 2014 in Review

Chevy Chase Trust sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 17,750 shares — an estimated $1.66M sold.

Chevy Chase Trust first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $1.81M in Q2 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Chevy Chase Trust reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Chevy Chase Trust sold 17,750 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $1.66M.
  • Chevy Chase Trust first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
  • Chevy Chase Trust's KINDER MORGAN ENER PNTRS L.P. position peaked at $1.81M in Q2 2013.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Chevy Chase Trust's 13F filing for Q4 2014, filed 15 Jan 2015.