EWA
KMP

EP Wealth Advisors’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

EP Wealth Advisors’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
Q1 		– Sell
-6,878
Closed -$555K – 141
2013
Q4 		$555K Buy
+6,878
New +$555K 0.14% 67

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

EP Wealth Advisors's KMP Position: Q1 2014 in Review

EP Wealth Advisors sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q1 2014, closing a stake of 6,878 shares — an estimated $555K sold.

EP Wealth Advisors first reported a position in KMP in Q4 2013 and held it in 1 quarter. The position peaked at $555K in Q4 2013. 679 funds tracked by Wall St. Rank hold KMP as of Q1 2014.

  • EP Wealth Advisors reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q1 2014 after selling out during the quarter.
  • EP Wealth Advisors sold 6,878 KINDER MORGAN ENER PNTRS L.P. shares in Q1 2014, an estimated $555K.
  • EP Wealth Advisors first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q4 2013 and held it in 1 quarter.
  • EP Wealth Advisors's KINDER MORGAN ENER PNTRS L.P. position peaked at $555K in Q4 2013.
  • 679 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q1 2014.

Based on EP Wealth Advisors's 13F filing for Q1 2014, filed 15 May 2014.