First National Trust’s KINDER MORGAN ENER PNTRS L.P. KMP Stock Holding History

First National Trust’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	-12,086	Closed	-$1.13M	–	254
2014 Q3	$1.13M	Buy	12,086 +508	+4%	+$45.2K	0.21%	121
2014 Q2	$952K	Sell	11,578 -702	-6%	-$54.2K	0.18%	125
2014 Q1	$908K	Buy	12,280 +1,197	+11%	+$93K	0.16%	124
2013 Q4	$894K	Buy	11,083 +404	+4%	+$32.6K	0.16%	126
2013 Q3	$852K	Buy	10,679 +465	+5%	+$38.5K	0.17%	126
2013 Q2	$872K	Buy	+10,214	New	+$889K	0.18%	125

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 $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

First National Trust's KMP Position: Q4 2014 in Review

First National Trust sold out of KINDER MORGAN ENER PNTRS L.P. (KMP) in Q4 2014, closing a stake of 12,086 shares — an estimated $1.13M sold.

First National Trust first reported a position in KMP in Q2 2013 and held it in 6 quarters. The position peaked at $1.13M in Q3 2014. 15 funds tracked by Wall St. Rank hold KMP as of Q4 2014.

First National Trust reported no remaining KINDER MORGAN ENER PNTRS L.P. position as of Q4 2014 after selling out during the quarter.
First National Trust sold 12,086 KINDER MORGAN ENER PNTRS L.P. shares in Q4 2014, an estimated $1.13M.
First National Trust first reported a position in KINDER MORGAN ENER PNTRS L.P. in Q2 2013 and held it in 6 quarters.
First National Trust's KINDER MORGAN ENER PNTRS L.P. position peaked at $1.13M in Q3 2014.
15 funds tracked by Wall St. Rank held KINDER MORGAN ENER PNTRS L.P. as of Q4 2014.

Based on First National Trust's 13F filing for Q4 2014, filed 28 Jan 2015.