DT
KMP

Diversified Trust’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Diversified Trust’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
Q2 		$2.18M Buy
+26,472
New +$2.04M 0.18% 128
2013
Q4 		$3.65M Buy
45,199
+3,423
+8% +$276K 0.37% 35
2013
Q3 		$3.33M Sell
41,776
-1,191
-3% -$98.6K 0.35% 39
2013
Q2 		$3.67M Buy
+42,967
New +$3.74M 0.44% 26

Other funds holding KMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Diversified Trust's KMP Position: Q2 2014 in Review

Diversified Trust opened a new position in KINDER MORGAN ENER PNTRS L.P. (KMP) in Q2 2014: 26,472 shares worth $2.18M. The stake represents 0.18% of the portfolio and ranks #128 among its holdings. This is a return to the name: Diversified Trust previously reported a position in KMP as recently as Q4 2013.

Diversified Trust first reported a position in KMP in Q2 2013 and has held it in 4 quarters since. The position peaked at $3.67M in Q2 2013. 686 funds tracked by Wall St. Rank hold KMP as of Q2 2014.

  • Diversified Trust held 26,472 shares of KINDER MORGAN ENER PNTRS L.P. worth $2.18M as of Q2 2014.
  • KINDER MORGAN ENER PNTRS L.P. was a new Diversified Trust position in Q2 2014.
  • KINDER MORGAN ENER PNTRS L.P. made up 0.18% of Diversified Trust's portfolio in Q2 2014, its #128 holding.
  • Diversified Trust first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and has held it in 4 quarters since.
  • Diversified Trust's KINDER MORGAN ENER PNTRS L.P. position peaked at $3.67M in Q2 2013.
  • 686 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q2 2014.

Based on Diversified Trust's 13F filing for Q2 2014, filed 15 Aug 2014.