Clifford Swan Investment Counsel’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Clifford Swan Investment Counsel’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	-10,000	Closed	-$933K	–	257
2014 Q3	$933K	Sell	10,000 -500	-5%	-$44.5K	0.06%	143
2014 Q2	$863K	Buy	10,500 +300	+3%	+$23.2K	0.06%	149
2014 Q1	$754K	Buy	10,200 +6,075	+147%	+$472K	0.05%	151
2013 Q4	$333K	Sell	4,125 -350	-8%	-$28.2K	0.02%	190
2013 Q3	$357K	Buy	4,475 +750	+20%	+$62.1K	0.03%	185
2013 Q2	$318K	Buy	+3,725	New	+$324K	0.03%	184

Other funds holding KMP

SIC

Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 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 $1.55B 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 $900M AUM 31.19% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

Clifford Swan Investment Counsel's KMP Position: Q4 2014 in Review

Clifford Swan Investment Counsel sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 10,000 shares — an estimated $933K sold.

Clifford Swan Investment Counsel first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $933K in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Clifford Swan Investment Counsel reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Clifford Swan Investment Counsel sold 10,000 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $933K.
Clifford Swan Investment Counsel first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
Clifford Swan Investment Counsel's KINDER MORGAN ENER PNTRS L.P. position peaked at $933K in Q3 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2014, filed 12 Feb 2015.