Excalibur Management’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-5,400
| Closed | -$504K | – | 65 |
|
|
2014
Q3 | $504K | Sell |
5,400
-6,635
| -55% | -$619K | 0.52% | 34 |
|
|
2014
Q2 | $989K | Sell |
12,035
-70
| -0.6% | -$5.75K | 1.03% | 22 |
|
|
2014
Q1 | $895K | Hold |
12,105
| – | – | 0.98% | 23 |
|
|
2013
Q4 | $976K | Sell |
12,105
-200
| -2% | -$16.1K | 1.06% | 22 |
|
|
2013
Q3 | $982K | Hold |
12,305
| – | – | 1.15% | 22 |
|
|
2013
Q2 | $1.05M | Buy |
+12,305
| New | +$1.05M | 1.3% | 19 |
|