EWM
KMP

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

Edge 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
2013
Q3 		– Sell
-311
Closed -$27K – 376
2013
Q2 		$27K Buy
+311
New +$27.1K 0.02% 169

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
SF
Sarofim Fayez Houston, Texas $20.5B AUM
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Edge Wealth Management's KMP Position: Q3 2013 in Review

Edge Wealth Management sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q3 2013, closing a stake of 311 shares — an estimated $27K sold.

Edge Wealth Management first reported a position in KMP in Q2 2013 and held it in 1 quarter. The position peaked at $27K in Q2 2013. 642 funds tracked by Wall St. Rank hold KMP as of Q3 2013.

  • Edge Wealth Management reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q3 2013 after selling out during the quarter.
  • Edge Wealth Management sold 311 KINDER MORGAN ENER PNTRS L.P. shares in Q3 2013, an estimated $27K.
  • Edge Wealth Management first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 1 quarter.
  • Edge Wealth Management's KINDER MORGAN ENER PNTRS L.P. position peaked at $27K in Q2 2013.
  • 642 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q3 2013.

Based on Edge Wealth Management's 13F filing for Q3 2013, filed 7 Oct 2013.