EWM
KMP
Evercore Wealth Management’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-44,595
| Closed | -$4.16M | – | 1043 |
|
|
2014
Q3 | $4.16M | Hold |
44,595
| – | – | 0.21% | 99 |
|
|
2014
Q2 | $3.67M | Buy |
44,595
+14,250
| +47% | +$1.17M | 0.19% | 104 |
|
|
2014
Q1 | $2.24M | Buy |
30,345
+4,875
| +19% | +$361K | 0.13% | 128 |
|
|
2013
Q4 | $2.05M | Sell |
25,470
-6,108
| -19% | -$492K | 0.11% | 137 |
|
|
2013
Q3 | $2.52M | Sell |
31,578
-30,237
| -49% | -$2.41M | 0.14% | 146 |
|
|
2013
Q2 | $5.28M | Buy |
+61,815
| New | +$5.28M | 0.3% | 91 |
|