EWM
KMP

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

Evercore 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
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% +$1.1M 0.19% 104
2014
Q1 		$2.24M Buy
30,345
+4,875
+19% +$379K 0.13% 128
2013
Q4 		$2.05M Sell
25,470
-6,108
-19% -$493K 0.11% 137
2013
Q3 		$2.52M Sell
31,578
-30,237
-49% -$2.5M 0.14% 146
2013
Q2 		$5.28M Buy
+61,815
New +$5.38M 0.3% 91

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

Evercore Wealth Management's KMP Position: Q4 2014 in Review

Evercore Wealth Management sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 44,595 shares — an estimated $4.16M sold.

Evercore Wealth Management first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $5.28M in Q2 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Evercore Wealth Management reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 44,595 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $4.16M.
  • Evercore Wealth Management first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
  • Evercore Wealth Management's KINDER MORGAN ENER PNTRS L.P. position peaked at $5.28M in Q2 2013.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Evercore Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.