FIM
KMP

Fernwood Investment Management’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Fernwood Investment 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
-19,025
Closed -$1.77M – 116
2014
Q3 		$1.77M Sell
19,025
-175
-0.9% -$15.6K 1.53% 24
2014
Q2 		$1.58M Sell
19,200
-500
-3% -$38.6K 1.3% 30
2014
Q1 		$1.46M Sell
19,700
-10,540
-35% -$819K 1.35% 30
2013
Q4 		$2.44M Buy
+30,240
New +$2.44M 1.62% 21

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 13.68% 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 $381M AUM 42.16% 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 $900M AUM 31.19% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return

Fernwood Investment Management's KMP Position: Q4 2014 in Review

Fernwood Investment Management sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 19,025 shares — an estimated $1.77M sold.

Fernwood Investment Management first reported a position in KMP in Q4 2013 and held it in 4 quarters. The position peaked at $2.44M in Q4 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

  • Fernwood Investment Management reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
  • Fernwood Investment Management sold 19,025 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $1.77M.
  • Fernwood Investment Management first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q4 2013 and held it in 4 quarters.
  • Fernwood Investment Management's KINDER MORGAN ENER PNTRS L.P. position peaked at $2.44M in Q4 2013.
  • 15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Fernwood Investment Management's 13F filing for Q4 2014, filed 5 Feb 2015.