DG
KMP

Davidson & Garrard’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Davidson & Garrard’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
-4,720
Closed -$440K – 192
2014
Q3 		$440K Buy
4,720
+400
+9% +$35.6K 0.11% 141
2014
Q2 		$355K Buy
4,320
+100
+2% +$7.72K 0.09% 149
2014
Q1 		$312K Sell
4,220
-750
-15% -$58.3K 0.08% 150
2013
Q4 		$401K Hold
4,970
– – 0.1% 141
2013
Q3 		$397K Hold
4,970
– – 0.11% 138
2013
Q2 		$424K Buy
+4,970
New +$433K 0.13% 124

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

Davidson & Garrard's KMP Position: Q4 2014 in Review

Davidson & Garrard sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 4,720 shares — an estimated $440K sold.

Davidson & Garrard first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $440K in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Davidson & Garrard reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Davidson & Garrard sold 4,720 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $440K.
  • Davidson & Garrard first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
  • Davidson & Garrard's KINDER MORGAN ENER PNTRS L.P. position peaked at $440K in Q3 2014.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Davidson & Garrard's 13F filing for Q4 2014, filed 11 Feb 2015.