Financial Architects (New Jersey)’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

Financial Architects (New Jersey)’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	-538	Closed	-$50K	–	1102
2014 Q3	$50K	Buy	538 +57	+12%	+$5.07K	0.02%	309
2014 Q2	$40K	Buy	+481	New	+$37.1K	0.02%	364
2013 Q4	–	Sell	-1,433	Closed	-$114K	–	710
2013 Q3	$114K	Buy	1,433 +870	+155%	+$72.1K	0.07%	169
2013 Q2	$49K	Buy	+563	New	+$49K	0.04%	244

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 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 $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

Financial Architects (New Jersey)'s KMP Position: Q4 2014 in Review

Financial Architects (New Jersey) sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 538 shares — an estimated $50K sold.

Financial Architects (New Jersey) first reported a position in KMP in Q2 2013 and held it in 4 quarters. The position peaked at $114K in Q3 2013. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

Financial Architects (New Jersey) reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
Financial Architects (New Jersey) sold 538 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $50K.
Financial Architects (New Jersey) first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 4 quarters.
Financial Architects (New Jersey)'s KINDER MORGAN ENER PNTRS L.P. position peaked at $114K in Q3 2013.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2014, filed 3 Feb 2015.