Fiduciary Financial Services of The Southwest’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Fiduciary Financial Services of The Southwest’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	-75,172	Closed	-$7.01M	–	178
2014 Q3	$7.01M	Sell	75,172 -3,368	-4%	-$300K	1.98%	7
2014 Q2	$6.46M	Buy	78,540 +315	+0.4%	+$24.3K	1.81%	8
2014 Q1	$5.79M	Buy	78,225 +85	+0.1%	+$6.6K	1.75%	10
2013 Q4	$6.3M	Buy	78,140 +267	+0.3%	+$21.5K	1.98%	7
2013 Q3	$6.22M	Sell	77,873 -315	-0.4%	-$26.1K	2.05%	8
2013 Q2	$6.68M	Buy	+78,188	New	+$6.81M	2.23%	8

Other funds holding KMP

SIC

Starr International Company Zug, Switzerland $19.9M AUM 39.69% 1-Year Est. Return

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

Fiduciary Financial Services of The Southwest's KMP Position: Q4 2014 in Review

Fiduciary Financial Services of The Southwest sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 75,172 shares — an estimated $7.01M sold.

Fiduciary Financial Services of The Southwest first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $7.01M in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Fiduciary Financial Services of The Southwest reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Fiduciary Financial Services of The Southwest sold 75,172 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $7.01M.
Fiduciary Financial Services of The Southwest first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
Fiduciary Financial Services of The Southwest's KINDER MORGAN ENER PNTRS L.P. position peaked at $7.01M in Q3 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2014, filed 12 Feb 2015.