Creative Planning’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Creative Planning’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	-114,486	Closed	-$10.7M	–	4573
2014 Q3	$10.7M	Sell	114,486 -723,115	-86%	-$64.3M	0.12%	83
2014 Q2	$68.9M	Buy	837,601 +105,255	+14%	+$8.12M	0.89%	23
2014 Q1	$54.2M	Buy	732,346 +171,897	+31%	+$13.4M	0.81%	21
2013 Q4	$45.2M	Buy	560,449 +88,009	+19%	+$7.1M	0.77%	24
2013 Q3	$37.7M	Buy	472,440 +44,539	+10%	+$3.69M	0.75%	24
2013 Q2	$36.5M	Buy	+427,901	New	+$37.2M	0.85%	22

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 23.23% 1-Year Est. Return

WCM

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

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

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

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

Creative Planning's KMP Position: Q4 2014 in Review

Creative Planning sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 114,486 shares — an estimated $10.7M sold.

Creative Planning first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $68.9M in Q2 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Creative Planning reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Creative Planning sold 114,486 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $10.7M.
Creative Planning first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
Creative Planning's KINDER MORGAN ENER PNTRS L.P. position peaked at $68.9M in Q2 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Creative Planning's 13F filing for Q4 2014, filed 29 Jan 2015.