Congress Asset Management’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Congress Asset 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	-3,500	Closed	-$326K	–	241
2014 Q3	$326K	Hold	3,500	–	–	0.01%	211
2014 Q2	$288K	Hold	3,500	–	–	0.01%	216
2014 Q1	$259K	Buy	+3,500	New	+$272K	0.01%	223

Other funds holding KMP

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

Groesbeck Investment Management Paramus, New Jersey $62.8M AUM 52.32% 1-Year Est. Return

Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return

Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return

Wunderlich Capital Managemnt Memphis, Tennessee $224M AUM 21.93% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

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

Congress Asset Management's KMP Position: Q4 2014 in Review

Congress Asset Management sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 3,500 shares — an estimated $326K sold.

Congress Asset Management first reported a position in KMP in Q1 2014 and held it in 3 quarters. The position peaked at $326K in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Congress Asset Management reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Congress Asset Management sold 3,500 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $326K.
Congress Asset Management first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q1 2014 and held it in 3 quarters.
Congress Asset Management's KINDER MORGAN ENER PNTRS L.P. position peaked at $326K in Q3 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Congress Asset Management's 13F filing for Q4 2014, filed 5 Feb 2015.