Concert Wealth Management’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Concert Wealth Management’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	-11,661	Closed	-$1.09M	–	694
2014 Q3	$1.09M	Sell	11,661 -1,876	-14%	-$167K	0.15%	114
2014 Q2	$1.09M	Sell	13,537 -27	-0.2%	-$2.08K	0.13%	125
2014 Q1	$1M	Buy	13,564 +2,321	+21%	+$180K	0.13%	134
2013 Q4	$901K	Buy	11,243 +504	+5%	+$40.7K	0.12%	148
2013 Q3	$857K	Sell	10,739 -2,418	-18%	-$200K	0.12%	144
2013 Q2	$1.13M	Buy	+13,157	New	+$1.15M	0.17%	86

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 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 $1.55B 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

Concert Wealth Management's KMP Position: Q4 2014 in Review

Concert Wealth Management sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 11,661 shares — an estimated $1.09M sold.

Concert Wealth Management first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $1.13M in Q2 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Concert Wealth Management reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Concert Wealth Management sold 11,661 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $1.09M.
Concert Wealth Management first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
Concert Wealth Management's KINDER MORGAN ENER PNTRS L.P. position peaked at $1.13M in Q2 2013.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Concert Wealth Management's 13F filing for Q4 2014, filed 11 Feb 2015.